Licenses, Registrations & Certifications
Illinois Life/Health Insurance License
CERTIFIED FINANCIAL PLANNER™, CFP®
CHARTERED FINANCIAL CONSULTANT, ChFC
CHARTERED LIFE UNDERWRITER, CLU
John Foley, CFP®
Certified Financial Planner™
John has nearly 40 years of experience serving clients in the financial services industry, and holds various professional certifications, such as the Certified Financial Planner™ (CFP®) designation. He began his career after obtaining an Agricultural Engineering degree from the University of Illinois where he was a member of Alpha Gamma Rho fraternity. Over the years, he has been affiliated with large companies, such as Prudential and LPL Financial, but has been independent since 2000. In 2016, John was a co-founder of LifeWise Wealth Advisors, along with Caleb Smoes.
John and his wife Donna were college sweethearts and are the proud parents of three children – Jack, Ben, and Emily. They were thrilled to welcome their first grandchild in 2022. They live on the Foley family farm in Monticello where John enjoys improving the land. With Donna’s recent retirement from the University of Illinois, they look forward to more travel to see the world and keep tabs on their family.