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John B
CFP®, Series 66
Littleton, CO
Aprio Wealth Management, LLC
John Bohan is a CFP® with 12 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC in Littleton, CO. His prior work includes roles at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. Outside of advising, he owns Finbits Media LLC, a financial education blog and speaking platform, and is the author of a book titled *NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money*. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs asset allocation and techniques such as dollar-cost averaging and options-based portfolios, offering continuous monitoring and coordinating with affiliated tax professionals and CPAs.
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