John’s clients include individuals just starting to accumulate savings for the future, pre-retirees in need of strategic retirement planning, and retirees who are enjoying their golden years. We also address the investment and insurance needs of local businesses and nonprofits. John is proud of the work he has done partnering with Meals on Wheels of San Francisco to assist employees with their planning needs.

After earning his Bachelor of Arts degree in Government from Dartmouth College, John completed graduate coursework at NYU Stern School of Business. He holds FINRA S6, S63, and S65 licenses and is licensed with the California Department of Insurance for life, health, annuities, and long-term care. As a complement to his planning consultant work, John serves clients as a certified Citadel estate planner, working in conjunction with Citadel Law Corporation of Irvine, California.

In his free time, John, a Walnut Creek resident, enjoys hiking, swimming, yoga, and wine tasting excursions throughout California.