Broker Check

John Schooler ChFC® CFS® and John Page CFP® ChFC ®RICP®

John Schooler  ChFC® CFS®  and John Page CFP® ChFC ®RICP®

(858) 397-5652

The Right Advisors for the Right Client

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. As wealthy individuals you have many choices.

That's where we can help. As independent financial advisors, we work hard to create a customized financial strategy and plan for you. We use a step-by-step approach that helps us to better understand your personal situation and what you desire to accomplish in your financial future. 

Our goal is to provide you with guidance that can help you understand what's important to you and better define your financial goals. We work hard to create a trusting, mutually beneficial and respected long-term relationship with our clients and their families.

As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.

We don’t try to be all things to all people. We keep the number of clients that we have small enough to provide excellent service. Many of our client relationships go back 20 years. The question is, will you be one of our clients in the next 20?

For more information about John Schooler ChFC and John Page and our services, please call or send us a question. We would enjoy learning more about the dreams you have for your financial future.