With 30 years of experience in the financial services industry, John Balcerzak has dedicated his business career to helping families and small businesses accomplish their financial goals by focusing on their core values which involve balance and clarity of all four asset classes. (Financial, Intellectual, Social and Human).

With all the turmoil in the markets and conflicts of interest with advisors, John believes clients can be best served when advisors act as fiduciaries for their clients. John also believes that “if you always take care of the clients’ best interest first the clients will take care of you and you can build real trustworthy lifelong client relationships.” John has been a multi-year winner of the Five Star Professional award¹, he is a regular contributor to WCNC’s Charlotte Today show, he hosts a radio show called “Creating Lifestyles Building Legacies” and is a published author. John has also been featured in Forbes and Fortune magazine and has the following licenses: Series 65, Life & Health, Long-Term Care, and Property and Casualty. To further his education and ethics, John attained the Certified Financial Planner ™ certification.

John resides in Lake Norman with his wife Anya, and their two sons John and Aiden. John and Anya attend Elevation Church. John is also a member of the National Ethics Bureau and the Financial Planning Association. One of John’s true passions is giving back so both A4 Wealth Advisors, LLC and John are actively involved in the Gradient Gives Back program and also helps support the following charities: St. Jude Children’s Research Hospital, Toys for Tots, and the Knights of Columbus. John enjoys boating, skiing, golf, traveling, reading and attending Carolina Panthers football games. John is committed to truly make a positive difference for all the people in his life.