John T. Prokop, CFP®, CPA®, CFA®

Senior Advisor
About

John brings a rare combination of depth to the advisory table. With credentials spanning financial planning, public accounting, and investment analysis, he approaches every client relationship with the kind of rigor that turns complexity into confidence. Since 1994, John has worked closely with families navigating retirement, portfolio design, risk management, and long-range financial planning. He doesn’t simplify by cutting corners. He simplifies by doing the hard work so his clients don’t have to.

EXPERIENCE

John serves as a member of the firm’s investment and financial planning committees, bringing analytical depth to portfolio construction and planning strategy. His background in accounting gives him a distinctive lens on tax-integrated planning, and his CFA training grounds every investment recommendation in disciplined research. For clients with layered financial lives, John is the advisor who sees the full picture and makes sure nothing gets missed.

Credentials and Education

CERTIFIED FINANCIAL PLANNER™ (CFP®). Chartered Financial Analyst® (CFA®). Certified Public Accountant (CPA). Bachelor of Science in Business Administration (Accounting), Georgetown University. MBA in Finance, New York University Stern School of Business. Member, Financial Planning Association, American Institute of Certified Public Accountants, and CFA Institute.

Beyond The Office

John lives in Florham Park, NJ with his wife and has three grown children. He’s an avid traveler and a devoted NY Rangers fan.

The Tilson Financial Group, Inc. is a Registered Investment Adviser registered with the Securities and Exchange Commission. The material provided is for educational purposes.

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