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John Lamontagne

Specializing in the retirement and financial planning industry takes an honest, knowledgeable, motivated and responsive individual. With John you get the commitment and knowledge of a highly educated and College Hall of Fame athlete to assist you in obtaining your goals and objectives. Together you both can handle the adversity, like the ups and downs of the market, to accomplish your goals.

John’s vast experience and knowledge also stems from his dedication and commitment to the continuance of his industry education. He has earned many industry designations and credentials. John’s continued commitment to furthering his industry knowledge places him in a position of strength when assisting clients through their planning, asset accumulation and wealth transfer phases of their plan.

John has been in the insurance and financial services field for more than 22 years. He lives in Auburn Massachusetts with his wife Beth Ellen and very busy daughters Sydney and Alyse. When he is not working, John enjoys spending time with his family on the beaches in Maine or playing golf at Pleasant Valley Country Club.

Designations and Degrees

BS in business from Nichols College ‘92

Registered Employee Benefits Consultant (REBC) from American College

Registered Health Underwriter (RHU) from American College

Certified in Long Term Care


Series 7, 63, 66 (Investment Advisor Representative)

Life and Health Insurance Licenses


NAIFA (National Association of Insurance and Financial Advisors)

NEMA (New England Museum Association)