A co-founder and Principal Advisor, John has been a Financial Advisor since 2005. He enjoys working with individuals and small businesses to help them navigate the complex issues involved in creating a financial plan. John knows that no two clients are the same, and he is always ready to take on the challenge that each new client relationship brings to the job. Prior to co-founding Kaizen Financial Strategies, John served his clients as a Financial Advisor in affiliation with Waddell & Reed, Inc. John enjoys seeing the excitement felt by a client as they progress toward a financial goal, no matter how large or small that goal is. He also relishes the opportunity to work with his clients to help them better understand certain aspects of the financial planning process, to help them feel more comfortable making decisions. His service focus includes financial planning, investment management, and various risk management strategies.
John holds Series 7 and Series 66 securities registrations, as well as California Life and Health Insurance (License #0E70669). John received his Bachelor's degree from University of California, San Diego.