About Megan

Megan John, CFP®, is the founder of Megan John Advisory LLC, an independent financial planning and investment advisory firm based in Queens, New York.

She has worked in financial services since 2015 and earned the CERTIFIED FINANCIAL PLANNER® designation in 2021. Before founding Megan John Advisory, Megan worked at Wealthspire Advisors, where she supported high-net-worth individuals and families across a wide range of financial planning needs.

Prior to entering wealth management, Megan worked as a bookkeeper while also running creative small-business ventures of her own. Megan founded her firm to create a more thoughtful and accessible planning experience for individuals, creatives, and small business owners who want practical guidance while they are still building.

She is a member of the XY Planning Network, a nationwide network of fee-only fiduciary financial planners who serve clients across a broad range of life stages and income levels.

Megan holds a BFA in Ceramics from the Cleveland Institute of Art and believes good financial planning should support a life that is sustainable, intentional, and fully lived.