Team

Team

Mouganis Financial Services has the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease.

John Mouganis is a trusted 25-year veteran of the financial services industry in the North Hills of Pittsburgh. He has the knowledge and experience to guide you as you pursue your financial goals. He has been helping families, corporate executives, and small business owners create solutions for their financial challenges and help them achieve their goals for the last 25 years.

Mouganis Finical Services provides fee-based comprehensive planning that incorporates all the critical aspects of the client's financial life into one plan. John’s extensive résumé of experience includes: planning for individuals and closely held business owners in the areas of estate, retirement, long-term care and investment planning, as well as qualified retirement plan consulting with an emphasis on facilitating fiduciary governance. John is passionate about his own educational advancement and is diligently staying abreast of the ever-changing financial climate, tax laws, and pertinent financial and economic changes. John takes pride in his ability to educate his clients in “plain English” enabling them to understand the complexities of their individual financial issues and prospects. John is committed to helping his clients through transitions such as retirement, inheritance, rollovers, and career changes. John and his support staff are primed and available to address your concerns, answer your questions, and bring confidence to your financial future.

John was the president and founder of Penn Retirement Distribution Planning Inc. and, additionally, has taught continuing education classes for CPAs and has lectured in the area of retirement distribution planning for the Pennsylvania Institute for CPAs.

John is an active member of Christ Church at Grove Farm of Sewickley, and also serves on the endowment board of the church, as well as on the pastor search committee. John resides in Franklin Park with his wife, Rebecca, and five children. He is an avid reader and history buff, he enjoys exercise, golfing, and skiing with his wife and children, as well as participating in Boy Scouts activities and service projects with his two sons. Over the last five years, John and Rebecca have been active volunteers with Urban Impact Ministry on the North Side and Three Rivers Young Lives (a teen mom ministry), where John serves on the advisory board. John is also on the board of Choices Pregnancy Center in Moon Township.

Registrations, Education, and Designations

John is a graduate of Westminster College, where he received his BA in business administration in 1986.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning in 1991
  • Chartered Financial Consultant® (ChFC®) certification from The American College of Financial Services in 2004
  • Accredited Investment Fiduciary® (AIF®) designation from the Fiduciary Institute in 2006
  • Masters in Financial Services from the American College of Financial Services in 2012
  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser.
  • John has also been recognized as a Five Star Wealth Manager in the Pittsburgh area for 2013 and 2014*

*Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. Five Star Professional considered 1,726 Pittsburgh wealth managers for the award, 453 (27 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.