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Jon Paul Cirelli CEO - Bio Page

Jon Paul Cirelli is the founder-CEO of Pivot Professional Partners, a highly respected financial advisory firm in Jupiter, FL. Jon has decades of experience and is a treasure house of knowledge for anyone passionate about investing.

Jon Paul Cirelli - Your Trusted Investment Advisor

Jon Paul Cirelli can guide your choices if you are actively investing, focused on a long-term savings strategy, seeking passive investment opportunities, or looking for tax-deferral investment options. Jon's most valuable asset is knowledge, and he has crafted an approach to help you grow and thrive as an investor with solutions tailored to your personal investing needs and long-term goals.

From asset management to alternative investment, estate, and retirement planning to tax deferral strategies, you can get the investment guidance and support you need to make prudent decisions. Jon is an experienced and licensed professional who, with his research-intensive financial planning solutions, provides personalized investment advice to clients across a range of investment avenues.

He and his team understand what your investments mean to you, and this foundation makes them highly committed to helping you understand the ins and outs of the sometimes complex and confusing investment domain.

Jon’s Educational Background and Work Experience

Jon Paul Cirelli graduated from Nazareth College of Rochester, securing his Bachelor of Science with a double major in Business Administration and Spanish and a minor in International Business. Over the past 19 years of his professional life, Jon has worked in varying capacities in investment firms. He was registered with JP Turner & Company in Port Jefferson, NY, and then with Gunnallen Financial in Port Jefferson, NY, after which he was registered with Concorde Investment Services in 2015.

Pivot Professional Partners is Jon Paul Cirelli’s love of labor, and he ensures every client receives tailored services.

Innovative Financial Investment Services

Jon covers everything from financial and pension planning to investment advice, estate planning, and comprehensive tax planning strategies. He has extensive expertise in alternative investments and advises clients on the best tax deferral strategies, including 1031 exchanges and 1033 Exchanges (when clients request them.) Jon Paul Cirelli believes that financial planning is not a set-and-forget process and needs constant overseeing and tweaking to ensure it brings in solid returns.

He also recognizes that only some clients will have the time or inclination to invest and track their investments actively. They work closely with clients taking the time to understand their goals and objectives before recommending the best passive investment solutions. For many investors, 1031 exchanges are an excellent tax-deferral strategy.

Jon Empowers Clients With His Investment Expertise

He is also licensed in real estate, life, health, and accident insurance. His clients' investment choices and planning strategies are supported by the traditional and alternative investment industries.

Jon believes it is easier to establish trust, a lasting bond, and a strong working relationship with the client when you know what matters to them the most. When you engage with Jon Paul Cirelli and his team, your investment strategy is specific to you.

You need an advisor by your side when you face hurdles in this area and with Jon's advice and guidance. Jon offers independent investment advice because personal choice is essential to planning, and every investor has specific circumstances and goals.

With Jon in charge, Pivot Professional Partners provides knowledge in estate planning and retirement planning to high-worth, sophisticated investors, 200k earners, or investors with 300k joint and a net worth of over a million dollars.

Focus on Specialized Investment Advisory

Jon is incredibly passionate about what he does and partners with his clients, providing them with 1031 Exchanges. As a well-recognized name in the 1031 Exchange space, Jon helps clients make well-informed decisions about diversifying their investment portfolios.

Sharp Economic Insight and Financial Acumen

While he stays laser-focused on providing well-researched 1031 process, DST, and TIC investment advice to his clients, his mind is always hard at work looking for new business avenues and diversification. In this respect, he has shown a keen interest in dipping his fingers into the hospitality sector, especially restaurants.

Jon has worked consistently for years, keeping his clients' goals and interests above everything and at the core of all he does. Pivot Professional Partners is not a Qualified Intermediary for 1031 Exchanges. The firm is a niche financial advisor, providing various passive and active investment solutions to high-worth investors. These investment solutions include:

  • Tax Deferral Strategies
    Retirement and Estate Planning
    Alternative Investments
    DST/TIC Investments
    1031 Exchanges
    1033 Exchanges
    Opportunity Zones

The Cirelli Difference

Jon takes great pride in his triumphs and considers his clients' prosperity his achievement. His practical approach to portfolio management, in-depth knowledge of TIC investments, direct sales tax (DST), and 1031 exchange procedures, along with his commitment to his clients' needs, allow him to deliver the value they seek. He has assisted commercial and investment real estate owners using 1031 Exchanges to defer capital gains taxes on their property sales.

In the current DST and 1031 Exchange investing landscape. One of Jon's talents is comprehending each client's long-term investment objectives, particular circumstances, and risk tolerance and developing an effective solution for client's requirements.

Pivot Professional Partners: Jon's All-Service Investment Firm

A successful and well-planned exchange requires a partner familiar with how 1031 Exchanges work. There are numerous alternatives for replacement properties, each with advantages and disadvantages. Pivot Professional Partners make it easier to comprehend which properties you can choose and combine.

A Vibrant and Dynamic Personality

In his early years, Jon Paul Cirelli was a fierce professional lacrosse player, and several accomplished competitors struggled to keep up. Additionally, he received the Block N Award from the Lax Foundation, which is given only to persistent committed, and dedicated players. He squeezes in deep-sea fishing and golfing breaks between his hectic work commitments.

Jon is a multifaceted individual, and in addition to having such a vibrant personal and professional persona, he also takes social responsibility seriously and works closely with the local communities in FL for charities for the underserved, the homeless, Youth Development, and more.

When You Work With Jon Paul Cirelli

With investment strategies, Jon guides his clients thanks to his alternative investment vehicles, tax-deferred investment strategies, and industry skills. If you're keen to discuss your financial investment objectives, portfolio management requirements, and long-term goals, Jon is ready to help.

Even after almost two decades in the industry, Jon says he has a lot more left to do. He is a man on a mission, looking for new challenges and egging his team to think out-of-the-box and perform better. He hones their skills, helps them develop an agile mindset, and become dynamic enough to offer deep value to Pivot Professional Partner's ever-growing individual and institutional clients. Request your appointment with Jon Paul Cirelli today.