The Practical Planner, LLC

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John Konetzny (CFP®, EA)

John Konetzny focuses in the
following client markets or areas of practice:

  • Advising Employee Benefit Plan Participants
  • Business Owners
  • Investment Advice with Ongoing Investment Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

John Konetzny is a Certified Financial Planner™, an Enrolled Agent with the Internal Revenue Service and an advisor at The Practical Planner, LLC. He received his degree in Economics from the Isenberg School of Management at the University of Massachusetts Amherst.

Prior to joining with The Practical Planner, LLC in early 2016, John was Financial Advisor at Fidelity Investments in their private client group. John brings a wealth of knowledge to The Practical Planner in employer sponsored benefits, including Stock Option and Executive Retirement Plans. During John’s tenure at Fidelity, he attained his Series 7, Series 63, Series 66, and his Life, Health and Variable Annuity Insurance License. John is a member of the Alliance of Comprehensive Planners (ACP), the National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network. As a NAPFA- Registered financial advisor, he is required to meet the most stringent continuing educational requirements in the industry

John values transparency in financial planning and knows he can help clients more when product sales are off the table. John believes having a trusted professional helping to make the best decisions in life will lead to financial freedom.

Additional Information

John resides in the quintessential New England town of Groton, Massachusetts with his wife Elizabeth. He serves as a member of the Groton Economic Development Committee, the Groton Business Association and as an Eagle Scout, continues to stay active with the Boy Scouts in Groton. In his spare time, John enjoys cycling and running through the picturesque country roads in the area, visiting new cities throughout the U.S. and spending time with his nieces and nephews.

NAPFA Start Date

January 24, 2017

Industry Start Date

August 23, 2010

The Practical Planner, LLC

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This Office

274 Main St Groton, MA 01450-1236 Phone: (978) 448-3403 Fax: (978) 897-8057

Other Offices

9 Marlboro St Maynard, MA 01754-2109 Phone: (978) 448-3403