Putting Your Neck Out for Clients with John Llodra | Financial Planner Search

Financial Planner Search · Jul 29, 2026 · 31m

In this episode of Financial Planner Search, John Llodra, CFP®, co-founder of New Harbor Financial Group in Worcester, Massachusetts, explains why he refuses to hand his clients' money off to a third-party manager. He spent the first decade of his career in the energy industry the last stretch of it at Enron. He watched good, ethical coworkers lose their life savings to somebody else's fraud, then took a severance, read a book called Do What You Are, and walked away from several hundred thousand dollars a year of guaranteed income to start over at essentially zero.That experience shows up in…