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Please call today for a free financial consultation!
Office: 502-394-9493 Toll Free: 866-394-9493 Fax: 502-394-9442 10531-B Timberwood Circle Louisville, KY 40223 |
About Casconi Group
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service. John Casconi CPM RPC
Registered Principal John Casconi, CPM RPC, holds the Registered Principal license and is a designated Investment Management Consultant with over 20 years of experience managing client's assets. John has been able to create unique financial solutions for both individual and corporate clients. John's experience includes, but is not limited to, Retirement, Estate and College Planning and Asset Management. John is a Licensed Registered Representative with Money Concepts Capital Corp and holds a Series 7, 24, 63, 65; he also holds Life and Health and Long Term Care insurance licenses. John is a native New Yorker and a 1975 graduate of Fordham University. John has lived in Kentucky for over 30 years with his wife, Suzanne and their three children Heidi, John and Christopher. Over the past 20 years, John has been recognized by both his peers and the financial industry for outstanding leadership and customer service. He has spoken frequently to trade groups and the security industry as well as being quoted frequently in the media. John is involved in charity work in Louisville, especially with the Kosair Children's Hospital Foundation. John's strong support for education is evident by the establishment in 2004 of "The Casconi Family Foundation" which awards scholarships to students who demonstrate community involvement, leadership and a dedication to academics.
Christopher Casconi
Retirement Plan Consultant Christopher is a registered advisor who has been with the firm since 2006. He specializes in financial planning and corporate benefits and services for businesses. He is a licensed Registered Representative with Money Concepts Captial Corp and holds Series 7 and 66 as well as Life and Health insurance licenses. Christopher is a 2005 graduate of the the University of Central Florida.
Shereen M. Beach
Registered Operations Manager Shereen M. Beach, Registered Operations Manager, has over ten years experience of providing financial advisors with complete operational support. Shereen is a licensed Registered Representative with Money Concepts Capital Corp and holds a Series 7, 66 and 24. She was born in Kentucky and lives there with her husband, Joey and their son, Aiden. |
As independent professional advisors through Money Concepts, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.