John began his career in 1993. By guiding his clients through a discovery process tailored to uncover their unique goals and risk tolerance, John helps clients explore what is important about money to them. In 2010, he partnered with John Page to bring their individual talents and expertise to serve clients.
Specialties: Personalized and Disciplined Wealth Management, Financial Planning and Assisting Corporate Executives with Executive Benefit Plans, Advanced Estate Planning.
ChFC® (Certified Financial Consultant)
CFS® (Certified Funds Specialist)
California Life and Health Insurance License
