About

 

John is a registered investment advisor who has been serving his clients for over 20 years. He specializes in family and business succession planning, and his practice involves working with clients on a long-term basis as a fiduciary and trusted advisor. John graduated from the University of San Francisco and worked in the corporate banking divisions of Wells Fargo and Westamerica Bank before opening his own practice in Sonoma County.

 
 
 
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What does fee-only mean?

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interests. They do not accept compensation based on commissions or product sales.

 
 
 
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Your first meeting is free

We start with a complimentary consultation to identify your financial goals. If we’re the right fit, we’ll discuss the next steps in developing a customized plan to move you in the right direction.