John Golliozo


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.