Phone: (510) 803-5555
Fax: (925) 718-5869
John was raised in the Bay Area and is the proud father of two daughters Rachel and Olivia. His wife Carrie is an important part of the business and has a passion for great client service. John has a degree in business from the University of Colorado, John first entered the financial and insurance business in 1993. John has assisted our clients on the path toward achieving their financial goals. He’s very proud to be an Approved Member of the National Ethics Association.
His previous experience includes being an Associate Vice President of Investments with Morgan Stanley in San Francisco. John believes that honesty, integrity and truth are more important than anything. When John left Morgan Stanley and established his own practice, he knew there needed to be a better way to help his clients plan for retirement. He set out with an objective to helping clients eliminate as much confusion as possible in planning their financial future.
John believes everyone should have someone with honesty, integrity, education and a commitment to help make things simpler and less complicated.
In his free time John enjoys running, biking, swimming, golf, fishing, camping, backpacking, gardening, and travel with Carrie. John and Carrie have completed several half and full marathons together and try to get outside as much as possible.
- Over 18 years of experience in Investments and Retirement Planning
- Previously an Associate Vice President - Investments - Morgan Stanley
A member of the National Ethics Association. The Association is devoted to aiding consumers with the increasingly complex task of conducting due diligence on business professionals. This results in greater peace of mind for skeptical consumers and also rewards those worthy of their trust.
RFC® Registered Financial Consultant - A designation from the IARFC is a testament to education, experience and integrity. In a world of constant economic, political, and social change, consumers engage the guidance of financial consultants to achieve financial security and independence. Having an IARFC designation sets a member above their peers as a qualified and trained professional that has met a high level of competency.
LICENSING AND EDUCATION
- Investment Advisor Representative with Gibbs Wealth Management
- California State Insurance License
- Life in California
- Fixed Contracts (e.g. annuities) in California
- Insurance Agent License Number: 0B14798
- Bachelor of Science – Business, 1987, University of Colorado – Boulder Colorado