Broker Check

John Schooler CFP® CFS® ChFC®

Senior Vice President — Investments

John Page RICP®

Vice President — Investments

Awards

John Schooler has been named one of San Diego’s 5 Star Wealth Managers five years in a row. Out of 11,499 wealth managers in San Diego, only 28 have received this award 5 years in a row.

Details of this award can be viewed at http://www.sandiegomagazine.com/media/San-Diego-Magazine/February-2011/San-Diego-2011-FIVE-STAR-Wealth-Managers/. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.