jmortola@journeysw.com 
480.299.0098 
Bio
With decades of experience in financial advising, John brings a wide range of knowledge to our clients and, most importantly, he combines an overarching desire to help, with the ability to simplify complex issues.
With expertise in investments, insurance, and mortgage lending, 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’s broad coaching background and approach adds a dimension of personal development and spiritual growth, guiding clients to a deeper understanding of themselves, their life and financial potential.
Minnesota
Jenny Grove
Executive Client Associate
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
Financial Consultant
Florida
Ted Albrecht CFP
Financial Advisor
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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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