Broker Check
John D. Kann, CFP®

John D. Kann, CFP®

Partner | Financial Advisor

John is a CERTIFIED FINANCIAL PLANNER™️ practitioner that joined the Virtus team in January of 2016. Since then, he has been overcoming the hurdles that young financial professionals face by proving his understanding of financial planning, investment, and insurance services. His work ethic has already made him stand out in the financial advising community as a young leader who shows strong merit. John has his 2-15 insurance license, Series 7 registration, and his Series 66 registration allowing him to provide financial planning to his clients. John became a CFP®️ professional at the age of 24 when roughly 93% of CFP®️ professionals were age 30 or older.

“As someone who moved across the country during my high school years due to family medical reasons, I have seen firsthand how quickly and how easily a family’s financial situation can turn upside down. When building financial plans, it is vital that we start from the ground up. We help create strategies for having an adequate amount of insurance and liquid savings available to take care of the family in the face of an emergency. Once the foundation is set, we can build off that and start to develop a comprehensive plan for the future.”

John studied Finance at the University of Central Florida and graduated with magna cum laude. During his time there, John served the university as a prominent leader. He worked profusely with the College of Business Administration deans to help shape his college’s culture and learning environment as Chair of the Ambassador Program. He also served as the Student-at-Large for the UCF Activity and Service Fee Committee for two consecutive years where he helped allocate $18,600,000 across university departments and agencies. John remains involved with UCF by serving as a mentor to students through the UCF Young Alumni Council.

In John’s spare time, he enjoys playing drums, beach volleyball, and indoor soccer. As an outgoing homebody with a creative mind, John is avidly fond of playing the tabletop game Dungeons and Dragons where he is the game master and storyteller in his group of close friends and family members.

Financial planning is more than just insurance and wealth management.  As a CFP® professional, John takes a holistic approach when helping you with your financial goals and objectives.

Education and Credentials:

  • Series 7 & 66 Security Registrations
  • Life, Health & Annuity Insurance Licenses