John Przybylski

JD, LLM, CFP®, AEP®, CIMA®

Director

  • Shareholder

John is a Director in Pathstone’s Boston office focused on wealth planning strategies. He is a tax attorney with over 28 years of experience advising complex multi-generational families. Taking a holistic approach to wealth planning, John starts with client balance sheets and cash flow information to project their net worth over time. This enables him to quantify their anticipated legacy and develop plans to meet their goals, whether they are focused on the next generation, the generations after that, philanthropy, or some combination of the above. As a tax attorney, he understands the issues and planning tools, while as a wealth planner, he understands the clients, their objectives, balance sheets, and projections.

John has spent his entire career in the wealth management / financial planning field. Prior to Pathstone, John served as a wealth strategist with Federal Street Advisors, which merged into Pathstone at the end of 2015. He came to Federal Street Advisors in 2009 as part of a team of advisors from another firm which he had been at since 2002. He prepared income tax returns for the first eight years of his career. Four of those years were spent at a Boston area accounting firm where he headed up the firm’s financial planning services. He started his career at GW & Wade in Wellesley, MA, and has taught the Individual Income Tax class for Boston University’s CFP® program.

John received his JD from the Boston University School of Law and his LLM from the Graduate Tax Program at the Boston University School of Law. He received his undergraduate degree in Economics from the University of Michigan, where he completed a four-year program in two years. John lives in southern New Hampshire with his wife and their two daughters. While his days of instructing for the BMW Car Club of America are behind him, he enjoys an occasional track or autocross day, spending time working in the yard and hiking the Granite State.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.

The AEP® designation is a credential awarded to individuals who have successfully completed the NAEPC’s comprehensive education and examination requirements and demonstrated advanced knowledge and expertise in estate planning. Use of the AEP designation is authorized only for individuals who are in good standing with the NAEPC.

The CIMA® designation is a credential awarded to individuals who have completed the Institute’s education and examination process, demonstrating advanced knowledge and expertise in investment management. Use of the CIMA designation is authorized only for individuals who are in good standing with the Investments & Wealth Institute.

Group

Advisory Services

- Wealth Planning Group

Certification

JD

LLM

CFP®

AEP®

CIMA®

Office

Boston, Massachusetts

Contact & Locations

John is a Director in Pathstone’s Boston office focused on wealth planning strategies. He is a tax attorney with over 28 years of experience advising complex multi-generational families. Taking a holistic approach to wealth planning, John starts with client balance sheets and cash flow information to project their net worth over time. This enables him to quantify their anticipated legacy and develop plans to meet their goals, whether they are focused on the next generation, the generations after that, philanthropy, or some combination of the above. As a tax attorney, he understands the issues and planning tools, while as a wealth planner, he understands the clients, their objectives, balance sheets, and projections.

John has spent his entire career in the wealth management / financial planning field. Prior to Pathstone, John served as a wealth strategist with Federal Street Advisors, which merged into Pathstone at the end of 2015. He came to Federal Street Advisors in 2009 as part of a team of advisors from another firm which he had been at since 2002. He prepared income tax returns for the first eight years of his career. Four of those years were spent at a Boston area accounting firm where he headed up the firm’s financial planning services. He started his career at GW & Wade in Wellesley, MA, and has taught the Individual Income Tax class for Boston University’s CFP® program.

John received his JD from the Boston University School of Law and his LLM from the Graduate Tax Program at the Boston University School of Law. He received his undergraduate degree in Economics from the University of Michigan, where he completed a four-year program in two years. John lives in southern New Hampshire with his wife and their two daughters. While his days of instructing for the BMW Car Club of America are behind him, he enjoys an occasional track or autocross day, spending time working in the yard and hiking the Granite State.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.

The AEP® designation is a credential awarded to individuals who have successfully completed the NAEPC’s comprehensive education and examination requirements and demonstrated advanced knowledge and expertise in estate planning. Use of the AEP designation is authorized only for individuals who are in good standing with the NAEPC.

The CIMA® designation is a credential awarded to individuals who have completed the Institute’s education and examination process, demonstrating advanced knowledge and expertise in investment management. Use of the CIMA designation is authorized only for individuals who are in good standing with the Investments & Wealth Institute.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

Contact & Locations