John J. Ellis Sr.

President and Founder of Ellis Financial Group, John specializes in comprehensive financial planning with an emphasis on retirement planning. His primary role at Ellis Financial Group is working closely with clients to understand their goals and develop clear, personalized financial plans designed to help them pursue long-term success. John also monitors the financial markets daily and researches investment opportunities that may be suitable for client portfolios.

Prior to forming Ellis Financial Group, John was affiliated with Fidelity Investments and RBC Capital Markets as a registered representative. As a licensed CFP® professional, John is committed to acting in a fiduciary capacity and putting his clients' best interests first.

In his free time, John enjoys attending sporting events, playing golf, and fishing. Every summer, he travels to Canada with his son, John Jr., where they enjoy catching trophy northern pike.