Background & Family Life
John grew up in Chicago, IL and currently lives in Chandler, AZ with his wife of over 30 years. Beyond the confines of the office, John’s heart finds its rhythm in the pulse of various outdoor activities that Arizona’s natural beauty offers. He is a familiar face at the local gym, a passionate golfer, an avid cyclist, and a seasoned hiker. John’s connection to nature and physical well-being echoes his approach to financial planning – a blend of discipline, resilience, and an unwavering pursuit of excellence.
“John Broderick is a retirement planner with a heart of gold. His role is focused not on the numbers, but on the retirement journey. John will make a meaningful difference in the lives of those he serves. His life experiences and his dedication to family value have shaped him into a retirement planner with a sincere and heartfelt mission to empower his clients to live their best lives with financial peace of mind.”
– Ken Moraif
Business Philosophy
John Broderick’s journey into the world of retirement planning was not just a career choice; it was a personal mission shaped by the experiences of his loved ones.
In 2021, John’s parents faced unfortunate consequences due to financial decisions made without their best interests at heart. They were sold into detrimental annuity contracts that not only failed to benefit them but also placed their financial security in jeopardy. These events, where the interests of a salesperson took precedence over the well-being of the clients, deeply impacted John.
The experience of witnessing his parents’ challenges fueled John’s dedication to a client-focused approach in his practice. He wants to make certain that no one else would endure the same hardships his parents faced. He believes that financial planning should always be about the client’s best interests, with transparency and trust as its foundation.
Each day, John Broderick commits himself to simplifying the intricate web of financial matters for his clients. His mission is to provide individuals and families with the peace of mind they deserve as they plan for and navigate life in retirement. He believes that true fulfillment comes from having the time and financial stability to pursue the activities and passions that bring joy and happiness.
Education
Bachelor of Science, Marketing – DePaul University, Chicago
MBA – The Cranfield University School of Management, England
Chartered Retirement Planning Counselor™
Business Experience
Financial Advisor, Money Matters with Ken Moraif
Financial Advisor, Edward Jones Investments