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John H

CFP®, Series 63

Egg Harborn Township, NJ

VestGen Advisors, LLC

John Hanlon IV is a CFP® with 42 years of industry experience, currently serving at VestGen Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and VestGen Investment Management. Hanlon holds leadership roles outside traditional advisory work, including chairing the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and serving as a trustee of a family charitable foundation. VestGen Advisors, LLC manages approximately $6.66 billion across a diverse client base, providing discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a blend of fundamental, technical, and quantitative analysis tailored to client goals and serves a broad range of clients, including institutional investors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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