John Bush (CFP®, EA)

Planning Specialties

My deep interest in personal finance became apparent during my undergraduate studies. Between studying for organic chemistry and physics exams, my free time included reading business and personal finance articles. After graduation, I worked a few years in science research and development and then completed an MBA with a Finance concentration in order to formalize my business and finance knowledge. After a couple more years in research and development, I left the industry and pursued a career as a financial planner.

My first position in the industry was as a tax preparer. This set the stage for pursuing and obtaining the Enrolled Agent designation. As an Enrolled Agent, I take particular interest in reducing clients lifetime taxability through tax-efficient accumulation, withdraws, and timely Roth conversions. After tax season concluded, I began working for a small fee-only firm, where I gained valuable experience providing financial and tax planning services. I am thrilled to be a fee-only, fiduciary financial planner, with the ability to work with anyone, regardless of income or asset level. I take pride in providing competent, accessible financial and tax planning, and continuing to build and refine my knowledge, aptitudes, and skills.

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