As a Senior Financial Planner, John helps develop goals-based plans for individuals, trusts, retirement plans, charitable organizations and businesses. He is committed to your financial success through a holistic planning approach. He helps clients develop and implement strategies to grow and protect wealth, generate income in retirement and transfer wealth. He will help you live the one life you have to the fullest potential without unnecessary risk by providing objective and timely financial advice and guidance, with the highest level of professional service.
His process starts with a focused conversation on your current situation and your long-term goals while understanding your past experiences. He then develops a holistic plan through a defined process that is tailored to your individual needs and circumstances. He will provide independent and objective advice that empowers you to make informed decisions. Once the plan is accepted and implemented, he will monitor, evaluate and make adjustments when a material change in the economy, tax laws or your personal lives arise.
John has over 13 years in the industry and holds a Bachelor’s degree in Finance from San Diego State University. He has also earned the CERTIFIED FINANCIAL PLANNERTM designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, John had to complete approved educational programs, pass rigorous examinations, meet stringent experience requirements, continue education and is required to always act as a fiduciary to his clients.
John strives to help you and your family address all financial needs such as insurance planning, education planning, estate planning, risk management, and liability management. In his spare time he enjoys spending time with family and friends. Some of his favorite hobbies include cooking, traveling, watching movies and the outdoors.
John can be reached at 707-230-6525 or at email@example.com