
John Dorn, CFP®, CPA
Senior Vice President
John is a Senior Vice President in the Robertson Stephens North Barrington office. As a wealth advisor, he works with our high-net-worth clients and business owners to determine their financial position and the importance of developing a sound financial plan with targeted strategies and solutions.
Prior to Robertson Stephens, John joined CAFG Private Wealth in 2013 as a wealth advisor and tax specialist. He is a Certified Public Accountant with a high level of knowledge in tax planning and preparation. His financial review and analysis include the key areas of protection planning, investment planning, retirement, estate planning, and tax planning. As a tax specialist, John brings a wealth of knowledge regarding accounting and tax planning strategies, financial statements, and auditing practices for corporate and individual clients. John was also CAFG Private Wealth’s Compliance Manager where he was responsible for compliance oversight. He ensured CAFG Private Wealth complied with regulatory requirements and internal compliance policies and procedures.
John graduated from Roosevelt University with a Bachelor of Science; Accounting. He is also a Certified Financial Plannerand a Certified Public Accountant.
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