John Cahill, CFP^®

With over 26 years of experience in the financial planning industry, I bring a wealth of knowledge, integrity, and a client-first approach to every aspect of my work. My journey began with a BA in History from Stony Brook University, and I earned my CFP^® designation in 2008, along with Series 7, 63, and 65 licenses in 1999, as well as a Life & Health license. Founding WMS Financial, LLC was a pivotal step in my mission to help individuals and families build strong financial futures through personalized and strategic planning.

As a recognized expert in college planning, I guide families through the often-complex process of paying for higher education. My expertise extends to long-term care planning, estate preservation, retirement, and investment planning, making me a valuable partner in developing a plan designed to achieve long-term financial security. I'm committed to financial education and frequently lead workshops on these critical topics, empowering clients to make informed decisions that align with their goals. As a Registered Representative with LPL Financial, I hold the Certified Financial Planner™ (CFP^®) designation and FINRA securities licenses, along with State Life and Health Insurance licenses.

Growing up in Kings Park, NY, with six older sisters, I experienced the warmth and camaraderie of a large family. I adore my own family, which includes my wife and two daughters who play softball in college. Spending time watching them play is a joy. Helping people achieve their financial goals and witnessing the happiness it brings is what drives me every day. Whether you're planning for college, retirement, or your legacy, I'm dedicated to helping you grow a healthy, resilient financial future.