Staten Island, NY Office

John Shall Jr. is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 20 years of industry experience. Before joining Cetera, he was affiliated with Avantax Investment Services and 1st Global Advisors, and he serves as a partner and senior accountant at DeSantis, Kiefer, Shall & Sarcone LLP, an accounting firm in Staten Island. Outside of his advisory role, he maintains responsibilities in tax and financial statement preparation. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are nearing or in retirement. The firm emphasizes a structured planning process that results in personalized financial plans and offers diversified portfolio management alongside supplementary services such as proactive tax planning and estate-planning support.

John Shall is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services, 1st Global Advisors, and other firms. Outside of his advisory work, he serves on the executive committee of the North Shore Long Island Jewish Health Care System Board of Trustees and is the chairman of the board of trustees at SI University Hospital. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm emphasizes a structured planning process, diversified portfolio management, and offers additional services such as tax planning and estate-planning support.