Making the Complex Simple.
John truly enjoys making connections with new people, both on a personal and professional level and believes that long-term relationships are established through mutual trust. He believes that the behavioral decision-making process can often cause individuals to deviate from making objectively optimal choices which is why he implements a data-driven approach to financial planning while providing his clients with guidance and counsel to help them make informed decisions.
As a Wealth Advisor in Carson Wealth’s San Francisco Bay Area office, John brings over 27 years of financial services experience to the team. Prior to joining Carson, John served as the Head of Sterling Bank’s Wealth Management Division, providing financial planning and investment management to individuals, nonprofits and small businesses. He spent over 15 years in the asset management segment serving both retail and institutional clients throughout the U.S.
In addition to his work at Carson Wealth, John serves on the Board of Directors for the Corinthian Yacht Club in Tiburon and previously served as a board member of Marin Economic Forum. He also volunteers with Junior Achievement promoting financial literacy, work readiness and entrepreneurship to K-12 students.
John earned the designation of Accredited Investment Fiduciary (AIF®) and holds his FINRA Series 63 and 65 licenses as well as Life, Health and Variable annuity insurance licenses. John began his career in the financial services industry in 1995 after graduating with a BS in Business & Finance from Mt. St. Mary’s University. He is a native of Maryland but has called the San Francisco Bay Area home for almost 20 years. Away from work, he enjoys spending time with his wife, Meghan and their daughter Keira collecting sand dollars at Stinson Beach, sailing on the Bay or skiing at Sugar Bowl.
John is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
What’s your favorite food:
Best piece of financial advice you received:
Avoid Herd Mentality – Warren Buffett
“A smooth sea never made a skilled sailor” -Franklin D. Roosevelt.
If I could meet anyone, past or present, it would be…
Sir Edmund Hillary
Favorite movie or TV show:
Curb Your Enthusiasm
Name something on your bucket list:
Sailing the Dalmatian Coast
Becoming a father