jmortola@journeysw.com 
480.299.0098 
Bio
John serves as a practice consultant assisting advisors in better understanding the needs of today’s – and tomorrow’s – clients.
John has an eclectic background with prior careers spanning the worlds of investments, insurance, and mortgage lending. Over the course of his career, he has helped hundreds of individuals and corporate clients to achieve their goals through focused analysis, caring guidance, and implementation. He built and sold a multimillion-dollar mortgage brokerage, allowing him the freedom to follow his dreams of world travel and self-exploration.
John now serves as a coach to advisors. His broad coaching background and approach adds a dimension of personal development and spiritual growth, guiding clients to a deeper understanding of themselves and their lives.
Journey Strategic Wealth
Beth Brigadier
Director of Advisor Services
Journey Strategic Wealth
Paul Vella
Investment Analyst
Colorado
Jill Isbell, CFP® CFP®
Senior Financial Planner
Colorado
Yenni Cheshire, FPQP®
Client Services Associate
New York & New Jersey
Zach Mohr
Advisor
Seattle
John Mortola
Practice Consultant
Florida
Ted Albrecht CFP
Financial Advisor
Florida
Sheila Meneses
Client Services Manager
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to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
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