John Savadjian: Financial Adviser
Prepare For Your Retirement
As a financial adviser and principal at Old Tappan Financial LLC, John Savadjian brings over 4 decades of experience in the financial industry dating back to his start with Prudential in 1975. During his 36 years at one of the largest insurance agencies in the United States, he occupied many different positions including agent, sales manager, and assistant to the vice president. He eventually worked his way up to become general manager and remained in this capacity for 28 years.
Education and Professional Certifications
John Savadjian received his Bachelor of Science degree in Business from the City College of New York. Furthermore, he is also a Chartered Financial Consultant and a Chartered Life Underwriter. He also holds a Certified Long-Term Care designation from the American College.
He is also a Registered Investment Advisor (RIA) with the Financial Industry Regulatory Authority (FINRA). As an RIA, John is qualified to offer a variety of different financial planning services as well as managing investment portfolios.
One of the ways that John helps his clients is through careful retirement planning. He not only helps people build wealth but also advises them on how to protect it for the long haul. For instance, he will know whether they need business insurance, personal insurance or a combination of both to safeguard their assets. By examining his clients’ financial needs, John Savadjian develops strategies which will support them throughout their retirement.
John Savadjian is also skilled at helping clients decide what happens to their assets after they pass on. Estate planning often involves wills and term life insurance. However, some estates are more complex and need the help of a trusted financial adviser to ensure your wishes are carried out.
Long-Term Care Planning
As a skilled financial services professional, John Savadjian helps his clients understand and prepare for the major expenses that can accompany health care in retirement. By explaining the long-term care insurance options that are available to them, clients can choose plans that are affordable now and in the future.
Another way John uses his financial expertise is to assist clients who may be expecting large inheritances. For instance, he counsels them regarding the possible tax implications and the best way to use the funds. With his help, clients can adjust their financial goals and strategies to avoid the pitfalls that can occur with this kind of windfall
Dedication to Clients
One of the hallmarks of John’s business career is his commitment to the financial well-being of his clients, regardless of how much the financial services industry has evolved throughout his long career. As a Registered Investment Adviser, John has helped many businesses and families with their insurance and retirement planning needs. By establishing long-term relationships with his clients, John has helped people realize their goals of building wealth while leaving a positive legacy for their families.
Service to Community
In addition to being a top-rated financial adviser, John Savadjian has been a staunch advocate for his local community for many years. As a member of the Knights of Vartan, he has supported education and charitable endeavors throughout his area. He has also received honors from scouts and officials for his involvement with Boy Scout Troop 132 in Old Tappan.
He also supports the 200 Club of Bergen County’s mission to offer financial and emotional support to the families of county residents who serve as fire, law enforcement and EMS personnel in case of a serious injury or death in the line of duty. The 200 Club also provides scholarships and special needs appropriations to agencies that serve and protect Bergen County communities.
Awards and Recognition
During his tenure at Prudential, John Savadjian’s guidance helped his group to become one the most successful insurance agencies at the company. Consequently, John has received a number of awards from the company such as the Leading Sales Manager in the Eastern Home Office in 1981. He has also received over 20 Presidential Citation Awards, one of which was the coveted Chairman’s Trophy which he received in 2005 for being the top General Manager in the United States.