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John
Heroux, CFP™
Vice President - Managed Solutions
John Heroux joined The Kelt Group, LLC (TKG) shortly after the firm was formed in 2001. Mr. Heroux works closely with Mr. Kelt and Mr. Brumfield to manage assets while developing individual portfolios to meet each client’s unique needs. Mr. Heroux’s focus is on the relationship aspect of the wealth management and accumulation process.
Mr. Heroux attended the University of California Los Angeles and in 2006 completed his Professional Designation in Personal Financial Planning. Prior to joining TKG in 2001, Mr. Heroux worked independently in the field of individual financial planning. He is a 1983 honors graduate of the U.S. Air Force Academy, where he earned a B.S. in Computer Science. After graduation, he served nine years in the U.S. Air Force as a fighter pilot. Since completing his military service, Mr. Heroux has flown commercial aircraft; in addition to his role at TKG, he maintains a position as an Airbus Captain for United Airlines. He resides in Manhattan Beach, CA
Contact: john@thekeltgroup.com
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