Can we help you find something?

John is a Senior Associate in the Los Altos office. He has 11 years of experience delivering comprehensive financial advisory services to individuals, families, and small-business owners.

John’s focus is on multi-scenario financial planning and analysis, customized investment portfolio construction, tax minimization strategies, concentrated position management, stock options planning, real estate strategies, and socially responsible investments.

John received his Bachelor of Arts in History from the University of Illinois at Chicago and received his Master of Science in Financial Analysis from the University of San Francisco. He is a CFP® professional.

Sign Up for Market & Economic Outlooks

Get the latest insights and analysis from our investment team delivered right to your inbox.