John N. Couric is the Managing Partner of Couric Financial.
Over the last 21 years, John has built a clientele consisting of individuals and their families, business owners, and non-profit organizations. John emphasizes wise decision making by working closely with each client to develop their personalized financial plan. He is focused on delivering sound financial solutions and is committed to genuine care for his clients.
Having completed the Special Enrollment Examination (SEE) in 2010, John considers tax implications as part of intelligent asset management, holistic financial planning, and effective charitable giving strategies. He is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA) and also was conferred the Accredited Asset Management Specialist™ (AAMS®) designation in 2004.
John is a member of Covenant Presbyterian Church and lives with his family in the Shenandoah Valley of Virginia. He graduated with a Bachelor's degree in International Relations from the Elliott School of International Affairs at The George Washington University in Washington D.C. in 1995. While in college, he played NCAA Division I Water Polo for the Colonials and is still an avid swimmer today. John supports a number of missions efforts around the globe.
Tax Services are offered through Couric & Co.®, under common ownership of Couric Financial Partners, LLC.
Advisory services are offered through Couric Financial Partners LLC, a Registered Investment Adviser.
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