Meet Our Team

John Blood, CFA®, CFP®
Chief Investment Officer

Direct: (512) 291-1648

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About John

John began his investment career as an analyst for Morningstar, Inc, one of the most respected, independent investment research firms in the country. He then spent 10 years as Director of Research and Chief Market Strategist for Commonwealth Financial Network, the nation's largest privately held broker/dealer, where he provided investment guidance to financial advisors with more than $50 billion in assets under management. Most recently, he founded and ran his own Registered Investment Advisor  Disciplined Wealth Strategies/Efficient Advisors  and served on the executive leadership teams at Dimensional Fund Advisors, LP (DFA) and Ladenburg Thalmann Financial Services, Inc.

 

John is passionate about helping investors make well-informed financial decisions by avoiding the hype, high fees, and hidden agendas of the dominant Wall Street culture. John has been a frequent public speaker on investment theory and investor behavior, and he enjoys sharing the knowledge and wisdom he has acquired in his career to make complex financial topics easy to understand for all investors.

 

John holds both MBA and MS in Finance degrees from Boston College, as well as a BS degree in engineering from Rensselaer Polytechnic Institute. John is also a CFA® charterholder and a CFP® practitioner. When not working, you can find him on the golf course, coaching youth sports, or spending time with his wife Jessica and children Connor and Caroline.

John is also known as

Boston Guy

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, ID, IL, LA, MA, MD, MI, MN, NJ, NM, NY, OK, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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