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John, a financial advisor since 1993, guides clients through a discovery process by asking, "What's important about money to you?" His advice is customized to match your values and goals.

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John Page CFP®, RICP®

Senior Vice President - Investments

(858) 204-5632

After 25 years as an accomplished technologist, businessman and real estate investor, John formed a financial advisor partnership with John Schooler. In 2010 they brought their individual talents and expertise together to serve clients.

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