John is a Financial Advisor with 22 years of experience currently serving the Los Angeles and surrounding Orange county markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, John works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, John received his Bachelor of Arts in Economics with Minor in Business Administration from California State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life, health and variable contracts insurance licenses.
John stays active in his community and is a current Deacon for the Fullerton Presbyterian Church. He enjoys being outdoors and playing golf and tennis.