GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
John Dwyer
Meet John Dwyer, CFP, CPA/PFS:
John joined City National Rochdale in 2022 with over 14 years of Income Tax, Estate, and Financial Planning experience. He partners with financial advisors and their clients to deliver Comprehensive Wealth Assessment...
ABOUT JOHN
Meet John Dwyer, CFP, CPA/PFS:
John joined City National Rochdale in 2022 with over 14 years of Income Tax, Estate, and Financial Planning experience. He partners with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection and risk management, income tax mitigation, philanthropy, and estate and legacy planning.
Previously, John was a Financial Planner for First Republic Bank. In this role he supported the advanced planning needs of ultra-high net worth clients across Southern California and the New York Tri-State area. Prior to this, he held several positions at Ernst & Young LLP, PricewaterhouseCoopers LLP, JPMorgan Chase, and Citibank.
John earned a Bachelor of Science in Accounting and a Master of Science in Professional Accounting (MSPA) from Seton Hall University. He also earned his Certified Public Accountant designation in 2019 and became a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist in 2021. John and his wife live in New Jersey and enjoy cooking, road trips, and spending time at the Jersey shore.