John A. Catalfamo
John Catalfamo is the co-founder and Chief Investment Officer of Primoris Wealth Advisors. John has over 20 years of experience as a licensed investment professional.
John began his career as a registered representative earning his Series 7 and Series 63 securities licenses. Within a few years, he created an independent OSJ (Office of Supervisory Jurisdiction) with a national brokerage firm where he added the Series 24 (General Securities Principal) license.
With his focus on his clients’ best interests, John added the Series 65 (Uniform Investment Advisor Law) license in order to act as a true fiduciary. In the Spring of 2000, PRIMORIS was formed enabling him to fulfill his goal of being a true independent fee-only advisor, free from the potential conflicts of interest of a commissioned-broker.
In 2005, he created CED Tax & Accounting Services, a full service tax and accounting firm. Ever since, CED has given many PRIMORIS clients better insights into their overall finances by pairing the natural marriage of wealth management and taxes.
John is a highly respected and sought after investment advisor. His insights and thoughts have been shared in such notable publications as The Wall Street Journal, Forbes, Investor Advisor Magazine, On Wall Street, Money Management Executive and many others.