HOW CAN I help?
AREAS OF EXPERTISE
Financial Planning
I create personalized financial plans that integrate cash flow, investments, retirement, and life goals to provide clarity, direction, and accountability at every stage of life.
Tax Optimization
I help clients minimize tax exposure through proactive planning strategies, asset location, and coordination with tax professionals to preserve and grow wealth efficiently.
Risk Management
I assess and manage financial risks through strategic insurance planning, diversification, and estate considerations to help protect income, assets, and family legacy.
Available weekends
Available remotely
25+ years serving clients
Series 7, 63, and 65 Licensed
About John
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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®
Awards & Recognition
Five Star Wealth Manager - 2022, 2023, 2024
Top Men in Finance Award - Financial Times (2023)
Languages
English, Spanish
John on a hike with his family
John on a hike with his family
John on a hike with his family
John on a hike with his family
John on a hike with his family
John on a hike with his family