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John Foote

Advisor at Modoo Strategy LLC

Updated today

Location

Great Neck, NY 11021

Credentials

Series 65

Industry experience

2 years

About

John Foote is the principal advisor at Modoo Strategy LLC and holds a Series 65 designation with two years of industry experience. In addition to his financial advisory role, he is the managing member and anesthesiologist at LIC Anesthesia, PLLC. His prior experience includes positions at several hospitals and medical institutions. Modoo Strategy LLC provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, employer-sponsored plans, and businesses. The firm combines ongoing financial planning with discretionary investment management using asset-allocation principles and a mix of passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

Client services

Based on Modoo Strategy LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops Tax preparation assistance

Expertise

Based on Modoo Strategy LLC

College savings (529s, UTMA, etc.) Student loan debt General retirement planning Tax-loss harvesting Cash flow / budgeting

Occupation focus

Based on Modoo Strategy LLC

Doctor or Medical Professional

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Fee options

Fixed

Project-based financial planning fixed fees range from $350 to $30,000; estate planning fees up to $3,000; educational seminars fees range from $0 to $10,000 per seminar

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%

Project-based

$350 per hour for project-based financial planning

Subscriptions

Recurring annual fixed fee for ongoing financial planning services ranges from $1,400 to $30,000, paid quarterly in arrears ($350 to $7,500 per quarter); retirement plan consulting fees up to $10,000 annually, paid quarterly

Other

Minimum fee: Initial fee up to $3,000 for ongoing financial planning; initial fee up to $2,500 for retirement plan management; initial fee up to $5,000 for retirement plan consulting; initial fee portion up to $650 for estate planning; fees are negotiable and may be waived or reduced Fee-only: Fee-only firm; no commissions or sales-related compensation received

Location

185 Great Neck Road, Unit #400 L

Great Neck, NY 11021

Most active in

New Jersey · New York

Work history

Modoo Strategy LLC

2023 - Present (3 years)

LIC Anesthesia, PLLC

2022 - Present (4 years)

Mount Sinai South Nassau Hospital

2022 - 2022 (1 year)

VA Hospital Northport

2021 - 2022 (1 year)

NYU Langone Hospital

2020 - 2021 (1 year)

Mount Sinai Hospital

2016 - 2020 (4 years)

Tufts University School of Medicine

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Joe F

CFP®, CFA®

New York, NY

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Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)
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Cyrus E

Series 65

New York, NY

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Cyrus Eslami is a financial advisor with Eslami & Co. Wealth Management, LLC, holding the Series 65 designation and one year of industry experience. Prior to founding his own firm, he worked at Betterment and developed AI-powered software for financial advisor workflows as the founding engineer at Warmer. He also conducts independent development of automated and semi-automated trading strategies in U.S. futures markets. Eslami & Co. is a fee-only, single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm combines diversified asset allocation with quantitative and alternative strategies, including futures trend-following and merger arbitrage, and employs a distinctive two-sleeve overlay structure involving third-party Sub-Advisors for tax-aware, model-driven overlays.

Tax-loss harvesting Active portfolio management Factor investing / smart beta Business exit / sale strategy Executive HENRY (High Earners, Not Rich Yet)

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support
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Zachary H

Series 65

Brooklyn, NY

Hilty Wealth Management LLC

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Options & derivatives strategies
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Deirdre S

CFP®

Mamaroneck, NY

Sparrow Wealth Management

Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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