With more than 12 years of experience in the financial industry, John is dedicated to helping individuals and families achieve their financial goals and plan their financial future. Additionally, as an Accredited Asset Management Specialist, he combines his expertise in investment management, retirement planning, estate planning, and tax strategies to provide comprehensive and personalized financial guidance.
John graduated with a bachelor’s degree in finance from the University of Phoenix, where he developed a strong foundation in financial principles and analysis. To further enhance his skills and knowledge, he pursued rigorous Accredited Asset Management Specialist coursework and examinations to ensure he stays up to date with the latest industry trends and regulations.
John’s mission is to simplify the complex world of finance for his clients, empowering them to make informed choices that positively impact their lives and the lives of their loved ones. Whether it's planning for retirement, funding education, minimizing taxes, or leaving a legacy, John is dedicated to guiding his clients every step of the way on their financial journey.
Driven by a passion for educating others, John conducts numerous financial literacy workshops in collaboration with local community organizations. He believes that financial education empowers individuals to make informed decisions and take control of their financial well-being.
Tri Counties Advisors: 3700 Douglas Blvd., Roseville, CA 95661
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.