John M. Lunghino- CPA, RFC, MBA

 

John Lunghino is the president of Spectrum Wealth Management.  He is primarily responsible for the overall integration of investment, tax, estate planning, and insurance strategies within client accounts.  Mr. Lunghino earned a BA degree in accounting, summa cum laude, from Canisius College in 1985.  He went on to obtain his MBA, magna cum laude, from Canisius in 1991.

Prior to forming Spectrum Wealth Management, Mr. Lunghino obtained his CPA distinction at KPMG-Peat Marwick.  He was instrumental in building, servicing, and maintaining a large portfolio of small to mid-sized clients, as well as providing financial services to high net worth clientele.  He has also held management positions in accounting, finance, and manufacturing in various public and privately held corporations.

The RFC (Registered Financial Consultant) designation is presented to financial advisors who meet seven criteria: Education, Examination, Experience, Ethics, Financial Licensure, Conduct, and Continuing Professional Education. He has contributed to many financial works and is a nationally well-known speaker in the field.

Memberships and Affiliations:


  • New York State Certified Public Accountant (CPA)
  • Registered Representative (Cambridge Investment Research)
  • Registered Financial Consultant (RFC)
  • Investment Advisor Representative (Cambridge Investment Research Advisors, Inc.)
  • New York State Registered Securities Broker
  • New York State Licensed Insurance Agent
  • New York State Notary Public
  • Member: Erie County Bar Association (Non-JD)
  • Member: International Association of Registered Financial Consultants (IARFC)
  • Member: American Institute of Certified Public Accountants (AICPA)
  • Member: New York State Society of Certified Public Accountants (NYSSCPA)