John brings more than 15 years of experience devising and deploying financial, investment, and wealth preservation solutions for affluent investors and corporations to Oakmont Partners. Appreciating that every client is an individual, John customizes each investment plan accordingly, always with a long-term focus on helping clients achieve their varied goals. Prior to joining Oakmont, John held positions at Bank of Boston, Fidelity Investments, and Ernst & Young, and was Founder and President of CastleGuard Wealth Management. In addition, John holds the following degrees and designations; JD, LL.M in Taxation, CFP®, CIMA®, and MBA.

"At Oakmont, we are devoted to our clients and can call on all our resources to resolve the issues they may have—we believe our clients are family—when they are successful, we are successful."
—John DeSimone

617-227-3170