John is a specialist in disciplined retirement strategies. With keen insight and a Chartered Retirement Planning Counselor designation from the College of Financial Planning, he is dedicated to educating and strategically directing more than 1,000 current retirement plan participants and clients toward a confident retirement. John has an extensive business background and is a highly sought-after public speaker. He holds Series 7 and Series 66 licenses as well as Life and Health Insurance licenses with the states of California and Nevada. John is deeply involved with volunteer work, serving as a board member on two non-profit organizations and dedicating much of his spare time to those less fortunate. He is extremely active in the yachting community and was an integral part of the Special Olympics World Games in 2015. John is a Southern California native and is married with three children.
Raymond James is not affiliated with the above organizations and/or charitable causes.