Financial Advisor

Investment Management Consultant*

Direct: 949-447-2103



John is a specialist in disciplined retirement strategies. With a Chartered Retirement Planning Counselor designation and keen insight, he is dedicated to educating and strategically directing more than 1,000 current plan participants and clients toward a confident retirement. John has an extensive business background and is a highly sought-after public speaker. He holds FINRA licenses Series 7 and Series 66 as well as life and health insurance licenses with the state of California. John is also highly involved in the community; he is a board member on four nonprofit organizations and dedicates much of his spare time to those less fortunate. He is extremely active in the yachting community and will be an integral part of the Special Olympics in 2015. John is a Southern California native and is married with three children.


*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.