Available weekends
Available remotely
25+ years serving clients
Series 7, 63, and 65 Licensed
About John
“I believe successful financial planning is as much about understanding people as it is about understanding markets.”
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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. At varius vel pharetra vel. Elit at imperdiet dui accumsan sit amet nulla. Ante in nibh mauris cursus. Proin nibh nisl condimentum id venenatis a condimentum. Risus viverra adipiscing at in. Convallis posuere morbi leo urna molestie at elementum eu facilisis. At lectus urna duis convallis convallis. Semper viverra nam libero justo laoreet. In vitae turpis massa sed elementum tempus egestas
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. At varius vel pharetra vel. Elit at imperdiet dui accumsan sit amet nulla. Ante in nibh mauris cursus. Proin nibh nisl condimentum id venenatis a condimentum. Risus viverra adipiscing at in. Convallis posuere morbi leo urna molestie at elementum eu facilisis. At lectus urna duis convallis convallis. Semper viverra nam libero justo laoreet. In vitae turpis massa sed elementum tempus egestas
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. At varius vel pharetra vel. Elit at imperdiet dui accumsan sit amet nulla. Ante in nibh mauris cursus. Proin nibh nisl condimentum id venenatis a condimentum. Risus viverra adipiscing at in. Convallis posuere morbi leo urna molestie at elementum eu facilisis. At lectus urna duis convallis convallis. Semper viverra nam libero justo laoreet. In vitae turpis massa sed elementum tempus egestas
Available weekends
Available remotely
25+ years serving clients
Series 7, 63, and 65 Licensed
Education & Designations
Bachelor of Science in Finance
CFP®
Areas of Expertise
Retirement Planning
Wealth Investing
Estate Planning
Awards & Recognition
Five Star Wealth Manager - 2022, 2023, 2024
Top Men in Finance Award - Financial Times (2023)
Languages
English, Spanish