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John B

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

John Byrne is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Vanguard affiliates since 2020. Outside of his advisory role, Byrne has entrepreneurial experience through his involvement with Seven X Seventy Consulting LLC and SunByrne Logistics Group LLC. Vanguard Advisers provides both automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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