John Hess, CF2

About John Hess

John Hess has been involved with Client Service and Practice Management since 1987. He joined what is now Hess Financial Planning Inc in 1999. In 2015, he became the sole owner of the Firm. He focuses on financial planning, helping clients plan for and enjoy their retirement. As part of planning, John helps clients with the tax implications of their investment decisions. He earned his Enrolled Agent (EA) designation, which enables him to practice and represent clients before the IRS.
In 2024, Hess Financial Planning Inc was awarded Business of the Year Lancaster, SC by the Lancaster Co Chamber of Commerce in recognition of their service and contributions to clients and the community.
John has been published in Investment Advisor magazine. He served as Area Chapter Director for Avantax Investment Servicessm for 7 years. The meetings are for training and networking with area Investment Advisors. John maintains his Securities licenses through continuing education at national and local conferences.
John is involved in providing the full slate of financial services we offer for our clients. John is Securities Licensed and is a Licensed Insurance Agent in multiple states.
John and his wife Malissa have two children and three grandchildren. John spends much of his leisure time working in ministries at his church: teaching, serving, singing, and leading various groups. John also enjoys reading, golf, and working in the yard.