John L. Porro Jr., CFP

Welcome to John Porro Financial Planning, your trusted partner in achieving financial security and success. We are a team of experienced and certified financial planners serving individuals and families in the Miami area for over 23 years.

Our Mission

Our mission is to empower our clients to make informed financial decisions by providing personalized guidance, tailored solutions, and ongoing support throughout their financial journey. We believe in building long-term relationships with our clients, understanding their unique needs and goals, and collaboratively working towards achieving their financial aspirations.

Who We Are

Led by founder John Porro, a Certified Financial Planner (CFP), our team has extensive experience in various financial disciplines, including:

• Retirement planning
• Estate planning
• Investment management
• Insurance planning
• Tax optimization

We are committed to staying at the forefront of industry knowledge and utilizing the latest technology to provide our clients with the most efficient and personalized services.

Our Services

We offer a comprehensive range of services designed to address various financial aspects of your life, including:

• Retirement Planning: We assist you in maximizing your retirement accounts, understanding your investment options, and planning for a secure future.
• Estate Planning: We help you create a comprehensive estate plan that ensures the distribution of your assets according to your wishes and minimizing potential estate taxes.
• Investment Management: We develop a personalized investment portfolio tailored to your risk tolerance, goals, and financial situation.
• Insurance Planning: We review your insurance coverage, identifying potential gaps and recommending appropriate plans to protect your assets.
• Tax Optimization: We guide you in maximizing your tax deductions and minimizing your taxable income.

Our Commitment

At John Porro Financial Planning, we are dedicated to providing our clients with:

• Personalized attention: We take the time to understand your individual needs and goals, and create a plan specifically tailored to you.
• Transparency: We provide clear and concise explanations of our processes, fees, and potential outcomes.
• Communication: We maintain open and regular communication, updating you regularly on your portfolio performance and any changes in your financial situation.
• Client-centered approach: We prioritize your needs and goals, working collaboratively with you throughout the process.