Wells Fargo Advisors

John O. Bondea, MBA,CFP®

John Bondea is a professional Financial Advisor dedicated to using disciplines and strategies that help control risk and provide return opportunities consistent with each client’s financial objectives. He will take the time to understand your personal financial situation and -- backed by the vast resources of Wells Fargo Advisors – design and implement an appropriate strategy to balance income, growth and safety. Through clear and frequent communication, John will evaluate performance in order to keep your portfolio on track towards a well-defined goal.

Mr. Bondea began his investment brokerage career in 1997 as a Financial Advisor for Prudential Financial in Century City, CA, and two years later accepted the position of Senior Financial Consultant for Fleet Financial in Princeton, NJ. In 2004 John moved his financial practice to Wells Fargo Advisors, also located in Princeton.

In addition to applicable securities registrations and insurance licenses, John completed the CERTIFIED FINANCIAL PLANNER ™ program at Fairleigh Dickinson University and earned both his undergraduate and MBA degrees from Cleveland State University, where he attended on a tennis scholarship.  John and his wife, Marzena, have two daughters, Julia and Ashley and make their home in Monroe, NJ.  During his free time John enjoys competing in golf, tennis and squash.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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