John has twenty-eight years in the financial service industry with experience in stock option and restricted stock planning, qualified and nonqualified retirement plan design, employee benefits coordination, business structure and continuation planning. He provides fee-based financial, estate planning and investment advisory services for high net worth corporate executives and business owners.
John’s background enables him to provide comprehensive analysis and strategies designed for a broad range of business and personal financial issues. Prior to joining LPL Financial, he was Regional Vice-President/Director of Financial Planning and Assistant Vice President/National Director Life Marketing for one of the ten largest insurance companies in the United States. Other former functions have included: Director of Pensions, Director of Corporate Marketing & Research and Brokerage Manager-Group Insurance. He has been authorized by the Insurance Department of the State of California to provide continuing education seminars on Financial Planning, Government Benefit Programs, Estate Planning, and Business Continuation Planning.
John’s current practice concentrates on helping key executives and business owners identify and establish strategies to work toward their most important personal and family financial desires.
John is a life agent, registered representative and investment adviser representative with LPL Financial. He has passed his Securities Series 7 (General Securities) and Series 24 (Securities Principal) exams held through LPL Financial. He has held board positions with the Mount Diablo Association of Life Underwriters, the Oakland/East Bay Society of Chartered Life Underwriters & Chartered Financial Consultants and the Mount Diablo General Agents and Managers Association. He is a member of the Financial Planners’ Association, the Society of Financial Service Professionals and the Tri-Valley Estate Planning Council.