John Smutniak
Clients typically will typically be motivated to work with John for two main reasons:
You may be a Gen-Xer planning for retirement and for family expenses like college education or how to approach Social Security. John serves both federal government employees and private sector workers from a variety of backgrounds. In addition, John (who has had many stints as an entrepreneur himself) works with business owners to optimize their finances to build a better, more fulfilling life.
You might also be what Anchorline calls “Footloose Americans” - basically anyone who has some international component or aspiration to their life. Maybe you are planning to retire outside the USA or you are living a more traditional expat life while working abroad. Or even just exploring life as a digital nomad.
John (who has spent many years outside of the USA and is now a US-EU dual citizen) knows first-hand how hard it can be to find good financial advice when you have so many international connection points in your life. Anchorline was founded in part to help them live their best lives,
Whatever your interest, John’s aim at Anchorline is to give individuals and families the same high level of service that he gave to multi-billion-dollar pension funds earlier in his career.
John’s financial planning is 100% fiduciary and fee-only - a refreshing change for clients who come to him from more traditional brokerage brands looking for something more customized, authentic, and without any sales quotas or products of any kinds - just clear, honest advice.
John graduated from MIT with a degree in Economics and worked as an economics and finance journalist for several years in London early in his career.
John currently lives in the Houston area with his family where they love taking long family bike rides and hikes (when it’s not too hot!) and supporting activities in their local school.
contact John
john@corepln.com