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Making the Complex Simple.

About John

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. As a fiduciary, John has a legal responsibility to act in your best interest and is required to eliminate any conflicts of interest in order to deliver the best outcome for you.

He understands that comprehensive financial planning should be tailored to meet the needs and goals of each client. Once your objectives are defined and agreed upon, he implements a disciplined approach that focusses on identifying and exploiting inefficiencies while integrating a principles-based risk management process.

As a Wealth Advisor in Carson Wealth’s San Francisco Bay Area office, John brings over 20 years of financial services experience to the team. Prior to joining Carson, John served as the Director of Wealth Management for Sterling Bank & Trust where he provided consultative financial planning to individuals, nonprofits and small businesses.

In addition to his work at Carson Wealth, John serves on the Board of Directors for the Marin Economic Forum, a 501c3 California Nonprofit Public Benefit Corporation that fosters economic advancement while enhancing social equity and protecting the environment. He also volunteers with Junior Achievement, the nation’s largest nonprofit organization dedicated to promoting important real-world concepts in financial literacy, work readiness and entrepreneurship to students in kindergarten through high school.

John earned the designation of Accredited Investment Fiduciary (AIF®) and holds his FINRA Series 7, 63, 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 Mount. St. Mary’s University. Away from work, he enjoys spending time with his wife, Meghan and their daughter Keira.

When not working, John enjoys spending time with his family at Stinson Beach, hiking along the Pacific Coast trail or going on weekend excursions to explore the various wine regions in Northern California.

 

John is not affiliated or 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:

Seafood

Best piece of financial advice you received:

Avoid Herd Mentality – Warren Buffett

Favorite quote:

“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

Biggest accomplishment:

Becoming a father