John's career in financial services began in 2005 in the Financial District of San Francisco with the business banking division of Union Bank of California. After 5 years, he become an advisor with Sutter Wealth Management in Roseville where he earned his Chartered Retirement Plan Specialist® designation while working with business owners all over Northern California. In 2017, he joined Iron Point Financial Advisors in Folsom in order to provide his clients with a truly comprehensive approach in regards to financial planning, investment management, insurance planning, and qualified retirement plans for his business clients. He holds the FINRA Series 7 and 66 licenses as well as a CA Insurance License. In addition to managing a financial planning business, John is the Head JV/Assistant Varsity Water Polo Coach at Jesuit High School in Carmichael, CA and a member of the American River Water Polo Club's coaching staff. John graduated from UC Davis with a degree Political Science in 2005 and where he was a member of the university's Men's NCAA Div. I Water Polo team from 1998-2000.
BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630