John is a Chartered Retirement Planning CounselorSM and joined our team in 2016, inheriting his family’s passion for helping individuals achieve their financial goals for retirement. Focusing on each client’s unique situation and needs, John uses a holistic approach for both the accumulation and distribution phases to provide a customized strategy and financial plan. John earned his bachelor's degree from Point Loma Nazarene University in San Diego, CA. He resides in Northern California but enjoys an occasional quick trip down south to visit for outdoor activities and special events with family members and friends.
Fun Facts:
- What is your dream occupation?
Airforce Jet Pilot
- Who is your favorite sports team?
The Sacramento Kings
- What kind of vehicle did you take your driver’s test in, and did you pass on the first try?
A 1993 Toyota Corolla – passed on the first try.
What do I enjoy most about being a financial planner?
The most rewarding part of being a financial planner is seeing clients enjoy personal freedom in retirement. Our clients have worked hard in their careers saving and investing. Hearing stories of travel, hobbies and spending time with their families brings joy to my day.