Click here to see my personal disclosure document known as Form ADV Part 2B.
“When I decided to become a financial advisor, I committed myself to earning the CERTIFIED FINANCIAL PLANNER™ certification. I believe that I owe my clients the highest level of education and preparation. Anyone can call themselves a financial advisor, but only those who have met the CFP Board's high standards for certification can call themselves a CFP® Professional. This means I always act as fiduciary, putting the client's interests first at all times.”
John graduated from Cal Poly San Luis Obispo with a degree in mechanical engineering and moved to the Truckee Tahoe region in 1996. After 15 years in the manufacturing industry, John became a financial advisor in 2011 and then earned his CERTIFIED FINANCIAL PLANNER® certification. That engineering experience is now being used to develop solutions and help clients pursue their financial goals. John believes that financial planning is less about how much money you have and more about making educated decisions with the money that you do have.
John and his wife, Sarah, met in Tahoe and were married in 2006. Sarah is an engineer for a local public agency. John and Sarah are raising two young boys, Lucas and Zachary, in Truckee. Also a member of the family is a little rescue named Lucy.
When not at work or in school, the family can be found at Alpine Meadows or enjoying the many other outdoor activities the region has to offer.
John is very active in his community. He is a past board chair for Sierra Senior Services, the local Meals on Wheels program; he is past board chair and current board member of the Truckee Chamber of Commerce, and he is a board member of CATT Community Project, the charitable arm of the local building contractors association. Having two young boys, John is also active with the Truckee Tribe Lacrosse Club, where he coaches his youngest son, Zachary, and is a member of the Truckee Optimist Club, a service club focused on supporting the youth of Truckee.
Education and Qualifications:
- Bachelor of Science degree in Mechanical Engineering, Cal Poly San Luis Obispo
- CERTIFIED FINANCIAL PLANNER® (CFP®) credential, College for Financial Planning
- Chartered Retirement Planning Counselor (CRPC®), College for Financial Planning
- Entered the financial services industry in 2011
Ethics:
- Advisors with the (CFP®) credential meet rigorous education and experience requirements, and they are held to the highest ethical and professional standards in the industry.
- As a CFP® professional, I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- I agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.