Member since January 2009
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John Cartolano was raised the younger of two boys in a traditional Italian family in the Chicago suburbs. After relocating with his family to Arizona in 1968, John fostered various small businesses throughout the years until finding his passion in finance. Starting out, John worked exclusively with bonds and life insurance and obtained valuable experience and licensures working at several large and well-known institutions. From his experiences at these companies, John realized that clients would benefit much more from a firm that was able to provide a comprehensive approach to asset, estate, and tax planning, instead of dealing with only one facet of an individual’s financial strategy. In addition to this realization, his vision was to create a firm that would not treat people as numbers, that would operate honestly, that could offer the personalized service that he felt was lacking in the industry, and truly care about furthering client’s financial goals & dreams. He also desired to have access to a vast array of product to better suit his client’s needs, instead of having to deal only with the proprietary ones developed at many of the larger companies. He realized this kind of dream could only be made a reality by becoming part of an “independent” firm, and in 1993, John became a member of LPL Financial (then titled Linsco/Private Ledger), now the nation’s leading independent financial services firm in the country*. He then proceeded in 1996 to found and manage NetVEST Financial (a branch office of LPL Financial), and the rest is history. A veteran in the industry, John has been providing financial services for over 21 years. John resides in sunny Scottsdale, AZ. He enjoys spending time with his girlfriend, four children, grandkids, two German shepherds, and eclectus parrot. Other favorite pastimes include boating, a good game of chess, cooking traditional Italian dishes, and adding power to anything that contains an engine.
1) Independence-- Our financial professionals are powered by LPL Financial--the largest, as well as the leading independent broker/dealer in the nation.* Because LPL Financial does no investment banking business and offers no set investment products, NetVEST can offer a vast array of products to clients-- tailored to fit their specific needs. We are fortunate that we have no sales quotas to meet, or investment products to "push". 2) Personalized Attention and Service--Since we are a local, family-run firm, we are able to offer the personalized service and attention to detail that most large corporations cannot. At NetVEST, delivering what we promise is fundamental to us. We are commited to accomodating our client's needs, such as answering their important questions within 24 hours, setting flexible appointment times, and providing house call appointments. 3) Comprehensive Plans-- At NetVEST we feel incorporating every facet of planning into our firm allows our clients an ease of operation and management that they cannot often find elsewhere. If your professional advisors (Financial Advisor, CPA, Attorney, etc) aren't speaking to one another about your plan, there's a problem in your strategy. That is why NetVEST offers in-house financial, tax and legal services, as well as why we coordinate the communications of our client's existing professionals. 4) Unbiased Investment Advice & Research-- NetVEST's relationship with LPL Financial allows us access to the largest in-house research team of any other broker/dealer in the country. Free from the constraints of proprietary product and investment banking relationships, we are able to be competely unbiased in our research and investment advice. 5) Veteran Expertise--- NetVEST has been providing investment & estate planning advice for fifteen years, our professional's combined knowledge totaling to over 120 years experience. *As reported in Financial Planning Magazine June 1996-2011, based on total revenues
There's nothing to NOT like about our community! Scottsdale has some of the most wonderful, interesting people, and we cannot think of a better location in which to live, raise our children, and do business. (Securities Offered Through LPL Financial, Member FINRA/SIPC)
John M. Cartolano
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James P. Norris NetVEST Senior VP of Private Client Management, LPL Wealth Advisor |
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Kristi M. Riedel NetVEST Senior VP of Marketing, Assistant to John Cartolano |
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Jayson C. Walker, Sr. NetVEST Executive VP, LPL Wealth Advisor |
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Anthony F. Marchesi NetVEST Senior VP of Wealth Strategies, LPL Wealth Advisor |
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Hermila Hurtado NetVEST Administrative Manager |
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Carrie E. Needham NetVEST Senior VP of Compliance & Operations |
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Andrea Sandry NetVEST Associate VP of Operations |
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Cheryl Kehlert NetVEST Administrative Assistant |
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John M. Cartolano LPL Registered Principal, Branch Manager NetVEST Founder, CEO |
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