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John S

ChFC®, Series 63

Bellaire, TX

Gradient Advisors, LLC

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.

Retirement income strategy General tax planning
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