Berkeley, California Office
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His clients are goal focused and planning driven, and bring mindfulness to wealth to improve their outcomes and lives. John ensures clients understand that the key to growing wealth is the relative difference between income and expenses. His greatest satisfaction from working in wealth management is when clients completely understand their financial plan and take ownership of it.
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John has more than 23 years of personal financial planning and investment management experience. He joined the EP Wealth Advisors team in 2021. John is a licensed California Insurance Agent and holds a Certificate in Personal Financial Planning from UC Berkeley Extension.
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John graduated from Boston College, earning a B.A. in Economics.
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John’s recreational activities include reading, walking and spending time with his family. He’s also involved with Leadership East Bay, a cross-sector professional development training initiative.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When it comes to retirement planning,...