John provides multiple levels of support to both clients and advisors in preparation for financial life plans and plan updates.
He holds a Bachelor’s degree in Finance with an emphasis in Financial Planning from California State University, Northridge, and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. John brings over four years of experience supporting advisors and contributing to comprehensive financial plans.
Outside of work, John enjoys staying active through fitness and sports, spending time with family and friends, camping, attending music festivals, caring for his plants, and relaxing with movies and books.