The Villages, FL Office

John Schatz is a CFP® professional with 49 years of experience in the financial services industry. He has been associated with Commonwealth Financial Network since 1988 and has operated his own firm, Schatz Financial, since 1996. Schatz spends approximately 20% of his time providing financial planning and consulting services through his own registered investment adviser. Commonwealth Financial Network serves a national network of about 2,950 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver tailored advice under Commonwealth’s supervision.

Roger Finder is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 42 years of industry experience. He has been with Commonwealth since 2005. In addition to his advisory role, he is a certified divorce financial analyst and a co-owner of Centre Real Estate, LLC, which owns his branch office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.