John Middleton (AIF®, CAIA, CFA, CFP®)

Additional Information

I joined Brighton Financial Planning in 2008 and assumed ownership in 2010. I focus my efforts at Brighton on helping our clients achieve their long-term goals and objectives through the services offered by Brighton. My clients often are planning for or are in retirement and are looking to ensure they have the income and assets necessary to provide the lifestyle they wish to lead. I help them understand and address areas of concern, such as liquidity needs, time horizon, risk tolerance, insufficient or missing estate documents or insurance coverage and income/expense mismatches. We then work together to build a plan that resolves these issues going forward.

Prior to Brighton, I spent over 15 years in various roles in institutional investment management. I graduated from Rutgers University, with a B.A. in Political Science in 1988, and from the University of Tampa, with an M.B.A in Finance in 1993. I am a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), an Accredited Investment Fiduciary (AIF®), and possess the CERTIFIED FINANCIAL PLANNER™ designation. I am a member of the Board of Directors of the Financial Planning Association of New Jersey and the 2019 Education Director for FPA-NJ. I am also a member of the CFA Institute, the Financial Planning Association, the New York Society of Security Analysts and the CAIA Association.

I am an avid, albeit slow, triathlete and compete in both triathlons and duathlons as often as possible. My favorite discipline is biking and I spend many hours on the bike or trainer. I am also an avid golfer. I have a daughter, a Wake Forest and UNC-Chapel Hill grad and a son, a Lehigh and Duke grad. My wife, a Vanderbilt grad, is a senior executive with a global insurance company which provides for an opportunity for us to travel which we enjoy. We spend our vacation time traveling or relaxing on Kiawah Island, SC.