John M. Natale, CLU®, ChFC®, AIF®
Financial Advisor
John M. Natale is a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®) and an Accredited Investment Fiduciary (AIF®) who has been dedicated to helping individuals with all aspects of financial planning. He has been helping clients build financial plans to meet their short-term and long-term goals for decades. He is a graduate of St. Joseph's University with a Bachelor of Science Degree in Accounting and holds the following Financial Industry Regulatory Authority (FINRA) securities registrations: Series 7, 24, 63, and 65. John earned his CLU® designation in 1985, ChFC® in 1987 and AIF® in 2013. He is a member of the National Association of Insurance and Financial Advisors and maintains life and health insurance licenses and securities registrations in various states.
John has served as a trustee on various boards; St. Joseph’s Preparatory School, Junior Achievement of New Jersey and New Jersey Coalition for Financial Education. He and his wife Charlene actively support many charitable institutions such as Tunnel to Towers Foundation, Feed My Starving Children and St. Jude’s Research Hospital to name a few. He and Charlene are originally from Philadelphia and currently reside in Margate, New Jersey. They enjoy travelling and visits to the beach with their daughters and grandchildren.