John uses his expertise alongside industry leading tools and technology to provide his clients with the information they need – when they need it. As a result, John’s clients feel more confident about how various strategies could impact their financial futures.
When John isn’t helping his clients handle financial curve balls, you might find him calling balls and strikes in Pleasant Hill, CA. John volunteers hundreds of hours each year to ensure that the Pleasant Hill Baseball Association fields the region’s very best all-volunteer umpire crews.
John loves spending time with his wife and two children doing anything that the great outdoors has to offer including hiking, fishing, and camping.
John is a graduate from Santa Clara University with a degree in Marketing. In 2010, John was awarded the designation of Certified Exit Planner (CExP) from the Certified Exit Planner Board of Standards and the Business Enterprise Institute. John holds the designation of Certified Life Underwriter (CLU) from The American College in Bryn Mawr, Pennsylvania.
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