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OUR TEAM
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John C. Visconti, CFP®, CFS, CAS
Senior Advisor, provides investment, tax and financial planning counsel and spearheads initiatives to further the growth of UNFCU Financial Advisors to best meet the needs of credit unions, as well as individual clients and organizations. Mr. Visconti previously served as a Personal Financial Advisor at Bethpage Federal Credit Union, CUNA Brokerage Service and Uvest Brokerage, New York, and at American Express Financial Advisors, New York, where he specialized in estate planning and designing and optimizing Charitable Remainder Trusts. He is a Registered Investment Advisor, CERTIFIED FINANCIAL PLANNERTM, Certified Fund Specialist and Certified Annuity Specialist and also holds a New York State Life and Health Insurance license. A member of the Financial Planning Association, New York, Mr. Visconti graduated from the University of Vermont with a bachelor's of science degree in Business Administration: International Business Management.
Tel: 212.324.3939
jvisconti@unfcuadvisors.com
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