Meet John

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.

JonesJ015R.jpg