John Bottega CFP®

As an LPL Financial Advisor with Bottega Wealth Management, John seeks to bring investment, insurance, education, retirement, estate, and tax strategies into one comprehensive financial plan.  His goal for doing so is to maximize efficiency and minimize gaps that could potentially leave clients underprepared.  Part analyst and part coach, he can recommend tailored, practical solutions, explain complex issues and guide clients through implementation.

Working with individuals as well as small businesses, planning performance and monitoring along with reviewing your changing investor profile is central to John’s role.  He can keep you informed of progress toward your goals and can model multiple savings, spending and allocation strategies. 

John is a graduate of Syracuse University.  He currently holds Series 7 and Series 66 securities registrations through LPL Financial along with Life, Health and Long-Term Care insurance licenses.  John is currently a member of Devils Ridge Golf Club.  John and his wife Jennifer live in Holly springs, NC with their dog Murphy.