Wealth Management


John B. Papa, CFP, CPA, MBA
Principal Financial Planner
E-mail: john.papa@genworthrr.com
Direct: 407-875-3331
Fax: 407-875-9911

John B. Papa, CPA, MBA graduated Magna Cum Laude from Saint Francis College earning a Bachelor of Science in Business Administration with a concentration in Accounting. He also graduated Magna Cum Laude earning his Masters Degree in Business Administration from Temple University with a concentration in Finance & Taxes. He became a Certified Public Accountant in 1982. To enhance his tax expertise, he earned his Certified Financial Planning Designation from the College of Financial Planning in 1989.

John has advised both businesses and individuals on various aspects of federal/state income taxes, and investment planning. He continually sharpens his skills by taking courses dealing with changes in the tax laws, tax planning, estate planning and other financial topics. In addition, John has appeared as a guest speaker on a local financial radio show, WDBO. Many of his clients are corporate executives, medical professionals, and entrepreneurs.

Before starting his own firm in 1990, he worked with Coopers & Lybrand in Philadelphia (1979), in the firm’s Audit Practice Division. In 1982, he joined the Property & Casualty Tax Department of CIGNA Corporation working primarily on Corporate Tax Research and Planning. In 1985, he was promoted to CIGNA Corporate Headquarters as Director of Taxes where he assisted Corporate Financial Management on various tax issues.

 


Principal & Broker
E-mail: jon@acquivest.net
Direct: 321-439-3275

Jon established the firm in 2004 and has been recognized as one of the top business intermediaries in Florida.  Jon has worked extensively across several industries including service, distribution, health care, financial services, retail, and hospitality. Prior to founding Acquivest, Jon built a consulting practice providing asset allocation and investment analysis to financial advisors and fee-based planners licensed with firms such as AXA, Prudential, PNC, Metlife and many regional broker-dealers.  Jon is also a real estate investor, and built and maintains a flagged hotel with annual revenues of over $4MM.

Jon is active with a number of business brokerage and M&A organizations including the Business Brokers of Florida (BBF) network, International Business Brokers Association (IBBA) and Association for Corporate Growth (ACG). 

Mr. Molayem received a BS in Chemistry from the University of Maryland and an MBA from Rollins College with concentrations in Finance and Management.   Mr. Molayem maintains Series 7 and 66 securities licenses.