John McInerney, CEP®

McInerney Financial Group, LLC
200 E. Robinson St., Ste. 780
Orlando, FL 32801
(407) 587-2034
(407) 447-2532

john@mcinerneyassociates.net
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CEP® Date Awarded
March 1, 2003

John J. McInerney, CEP®
President - McInerney Financial Group, LLC, McInerney Investment Advisors & McInerney Associates

John has been serving Central Florida since 1976. He began his career with the Pension & Estate Planning Company. In 1982, he went to work for Tucker & Branham and acquired his property and casualty license. In 1995, John started what is now known as McInerney Associates and since has expanded the company to form McInerney Investment Advisors and McInerney Financial Group, LLC. He has conducted over 700 public seminars with topics on estate and financial planning fundamentals.

Born in Providence, RI to a military family, John consequently lived in several states and two foreign countries. He settled in Orlando, Florida, in 1967, where he met his wife, Coralee, and they married in 1981. They have one son, John T. McInerney, who is also in the family business. John's hobbies include swimming and playing golf.

Associations & Achievements
  • CEP® - Certified Estate Planner™
  • IAR - Investment Advisor Representative
  • Member - Ed Slott's Elite IRA Advisors
  • 220 Insurance License - General Lines (Property and Casualty)
  • 218 Insurance License - Life, Health and Annuity
  • Series 65 Uniform Investment Advisor Law Examination - Stocks, Bonds, Mutual Funds, ETFs, Managed Portfolios, etc.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.


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