John Burns

MANAGING PARTNER, CFP®, CIMA®

John has been an advisor with Factor Wealth since early 2018. He holds designations as a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®. He specializes in financial plans, portfolio design, and investment research. Besides acting as a senior advisor for Factor’s clients, John also has a hand in the day-to-day business direction of the firm.

John graduated from the University of Illinois at Urbana-Champaign with a dual bachelor’s degree in economics and French before beginning his career as an Investment Specialist at Bank of America Merrill Lynch. He is a registered Investment Adviser Representative and has extensive experience transacting in a wide array of financial products. 

John's early experience managing investment products on behalf of brokerage clients has led him to pursue a career in financial planning. John has a passion for helping clients identify the optimal approach to solving a problem or reaching a financial goal. He is solution-oriented and deeply involved in helping multiple generations of the firm's long-tenured clients maintain their master plan.