John Palguta, CPA, CFP®

Designations

• Certified Public Accountant
• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 1984 after two years of public accounting experience
• Experience includes providing income tax planning and compliance, investments, insurance, estate planning, and financial planning for professional athletes, coaches, and retired athletes
• Barron’s Top Advisor by State in 20211

Life Outside of MAI 

• Serves as Secretary for The Brees Dream Foundation
• Assistant Secretary/Trustee for the Peyback Foundation
• Enjoys traveling and spending time with family

Education

• John Carroll University, BBA in Accounting

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.