Dedication best describes John’s underlying philosophy as a Financial Planner. Recognizing that each client’s financial needs and goals differ, John works on a personal basis to provide an individual assessment of each client’s financial situation.
As an independent, fee-based advisor, John consistently acts in the interest of the client, placing his or her interests as the top priority. Viewing financial planning as a relationship, John aims to gather information about a client’s personal financial situation; to determine the client’s goals and objectives, time horizon, and risk tolerance thereby creating a personalized financial strategy, not a cookie-cutter plan.
Equally important to helping clients create a financial plan, John wants his clients to be sustainable in their financial goals. Accordingly, John spends time educating his clients and keeping them informed as it relates to choices and rationale for moving forward with one plan versus another.
Because John believes in the power of knowledge, he continually strives to know more. Associations with local professionals such as CPAs, analysts, and the like further enhance his ability to offer extensive resources to his clients so that every financial need is met.
As a Division I swimmer for the University of Southern California, and coach to Olympic swimmers, John knows the importance and value of dedication, time management, team work and focus and he brings this drive, determination, and balance between work and play to his financial planning.