John A. Iezzi in

John A. Iezzi

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Past President at The Todd Organization
📍 Richmond, Virginia, United States

John is a Financial Advisor, CPA, and Founder at Opticity Wealth Partners, a Northwestern Mutual firm. He specializes in creating holistic financial plans for individuals and businesses, focusing on insurance adequacy, succession planning, and executive benefits. He holds a B. S. from Virginia Tech and has received multiple Forbes accolades for his work.

John lives in the Richmond area and is a devoted family man. He enjoys spending his free time with his wife, Carter, and their three children. He is also an avid golfer and enjoys attending Virginia Tech athletic events throughout the year, supporting his alma mater.

His career path was inspired by a close relationship with a successful insurance executive who became his mentor and encouraged him to pursue financial advising.

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Experience
40 Years
Current Role
Past President
Location
Richmond, Virginia, United States
Personality Overview

How John shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics John cares about

Succession & Estate Planning
A core part of his practice, providing succession and estate planning for owners of public and private companies, as mentioned in his professional headline.
Executive Benefit Plans
He has specific expertise in providing supplemental executive retirement plans and other executive benefits, a key focus since early in his career.
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Career

Work history

3-1998
Past President
The Todd Organization
12-1994
Wealth Management Advisor
Northwestern Mutual
6-1985 - 12-1994
CPA
Mitchell, Wiggins & Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1981 - 1985
Bachelor of Science (B.S.)
Virginia Tech - Pamplin College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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