John S. Trettin, Jr. is the founder and President of Trettin Legacy Solutions, Inc.  John is responsible for client case design, implementation, due diligence, and ongoing management services. 

John obtained strategic and financial leadership qualities from over 22 years in the financial service industry. He began his career in 1998 as a financial advisor with Morgan Stanley. His work experience includes tenures in leadership and sales roles at both investment firms and insurance companies, including Voya Financial, Hartford Life Company, Genworth Financial, and Calamos Investments.

John believes attention to detail, good listening skills, and great empathy are the backbone of building relationships.  John partners with financial advisors and insurance companies to provide personalized service.  He applies these resources to match clients with the appropriate financial solutions.  John’s prior experience includes time as a financial advisor specializing in retirement planning, coaching, and consulting.  John identifies and develops strategic opportunities to increase market penetration, enhance solution-based business methods, and builds consultative relationships that attract and retain clients. In addition, John specializes in retirement income planning and the preservation of retirement assets.

John holds his series 7, 63, and 65 security licenses in addition to a Life and Health Insurance license.