Our founder and president, S. John Winkworth is an IIMC certified investment management consultant with over 20 years of experience as a senior financial advisor. He is the proud father of two sons and husband to his wife Stephanie. They are long-term Palos Verdes residents and make their current home in the nearby Valmonte district. John is involved in local school activities, social programs, charities, as well as a member of the Palos Verdes Chamber of Commerce. In his spare time you'll find him either coaching a youth soccer team, or playing as a central defender on the Los Angeles Hydrogen men's soccer team.

John has earned the following licenses and accreditations: Series 7, 9, 10, 63, IIMC, California Sate Insurance License OA98083.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.