John Golliozo
Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership. John is a member of the National Tax Tax-Deferred Savings Association (NTSA). John is licensed in Securities, Annuities, Life and Health. He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.
John is co-owner of Oldham Resource Group. He has a BA in Communications and a MA in Education. John resides in Rowayton, CT with his wife Diane. His other interest include reading, tennis, golf and the Arts.