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John Kugel, AIF®

John Kugel, AIF®

Retirement Plan Consultant

As a seasoned Retirement Plan Consultant at Beacon Financial Services, John has over 25 years of experience in the financial services industry.

Beginning his career in the mail room at Prudential Retirement Services in 1997, he quickly ascended the corporate ranks driven by his competitive spirit and thirst for knowledge. Inspired by his humble upbringing in a blue-collar family who struggled to save for retirement, John is committed to empowering others to overcome those same obstacles.

John is acutely aware of the complex structure of 401k plans and aims to help plan participants maximize retirement outcomes and alleviate financial stress. John recognizes the many competing priorities people have for their money and employs an "if there is a will, there is a way" mentality to help individuals control what they can to help simplify saving for retirement.