Your Personal Investment Broker
John brings over two decades of experience in personal and business finance and securities to his business. As a Registered Investment Advisor, to his breadth of expertise and training spans a wide range of financial and related areas. He holds a Bachelor of Arts degree from California State University, Fullerton and is licensed Registered Securities Principal. John is a member of the Board of Arbitrators for the National Associations of Securities Dealers and certified as a life, health and disability broker.

Right For You
John approaches each client with a high degree of caring and genuine interest. A true understanding of the concerns, goals and aspirations of today's employees, families and businesses makes him a valuable resource and trusted associate. John believes in true personal service. He focuses on your needs, rather than trying to sell you on a pre-existing program.

Safe and Simple
John prides himself on problem solving and uncovering the very best solution according to your goals and needs. His investment philosophy emphasizes safe and simple strategies, with a high degree of predictability. It's why he has built such a strong and respected reputation among his colleagues and clients, who all appreciate and look forward to a continued long-term relationship.

For more information contact Alice Rodriquez at: (657) 278- 4229.