John Lian

Financial Planner
Registered Representative

One West Boylston Street, Suite 101
Worcester, MA 01605

Phone: (508)890-6200
Fax: (508)793-1870

 As a Financial Planner, John helps individuals and business owners define their long-term goals and work with them to develop and implement a strategy to achieve those goals. He understands that each client has a unique financial situation, and delivers unbiased advice to each individual. John believes in utilizing a team approach and he works closely with his clients and their other advisors. This business model provides his clients with immediate and comprehensive service.

John is dedicated to educating his clients on the many aspects of wealth management and asset protection. Recommendations are made only after fully informing clients and determining their risk tolerance, financial needs and goals, and the time frames of those goals. He consistently delivers the unbiased advice that will serve each individual in the most appropriate way.

John holds a Bachelors of Science degree from University of Alabama. He has 9 years of industry experience and holds his series 6, 63 and 65 licenses. Recognized for his achievements, John has earned numerous sales and service awards throughout his career including the National Quality award, New York Life Executive council, New York Life Rising Star award, New York Life Centurion award and the Million Dollar Round Table. John holds various licenses in MA, NH, NJ, NY, CT, RI, & VA.

John lives in Worcester with his wife Nicole and their two daughters, Audrey and Grace.  He is very active in the Worcester Regional Chamber of Commerce, North Worcester Business Association, Rainbow Childhood Development Center, The Worcester Economics Club and the University of Alabama Alumni Association.