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John L
PFS™, Series 66
Westfield, MA
Kestra Advisory
John Liptak is a financial advisor with Kestra Advisory, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2008. Outside of advising, he serves as a co-trustee for a legal/fiduciary trust and is a board member of the Amelia Park Ice Arena in Westfield, MA. Additionally, he owns a CPA practice and works as a CPA preparing and reviewing tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment advice, supporting recommended investments with detailed due diligence and serving large institutional investors among its client base.
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