Get to know John E. Moriarty, CPWA®, ChFC®
John E. Moriarty, CPWA®, ChFC®
As an entrepreneur in the wealth management industry since 1995, John has a passion for bringing a family office model to entrepreneurial-minded clients who want to challenge the status quo. John founded e3 ConsultantsGROUP in 2003 to provide an integrated resource network of financial professionals so that e3’s clients could take control of their financial picture.
Continuing to build a solid infrastructure is paramount to e3’s long-term success. In 2012, John started e3 Tax and has built out a team of 20 tax professionals who serve a wide array of clients. Then in 2014, John joined forces with Joe Quartucci to create e3 Wealth as a stand-alone entity. And just recently, e3 Insurance (2019) was created to offer world-class property & casualty resources underneath the e3 umbrella of services.
Educating the public about ways to protect the purpose of their money is at the core of John’s daily interaction with individuals, families, business owners, and entrepreneurs. He has been a guest or hosted radio shows, television programs, podcasts, and written several books on topics where John has been considered a subject matter expert.
John is an Investment Adviser Representative in the state of Missouri who has passed the Series 7, 22, 24, 63 and 65 securities exams. Additionally, John was an Office of Supervisory Jurisdiction (OSJ) manager and is a licensed broker for both health and life insurance in several states. John graduated summa cum laude from Saint Louis University as their top finance student (BSBA ’96). He is a member of the Entrepreneurs Organization (EO), which is a worldwide entity designed to serve entrepreneurs in all industries.
Born and raised in St. Louis, John currently resides in Webster Groves, Missouri, with his wife, Ellen, and their two children, Harrison and Catherine. In his free time, John is an avid golfer as well as a wine and cigar enthusiast.