John brings over 30 years of experience in the securities industry, with a career built on rigorous risk discipline and deep market knowledge. He holds a Series 65 license as an investment adviser representative, along with Life and Health Insurance licenses, allowing him to serve clients across a broad spectrum of wealth management and financial planning.
John began his career as a Business Analyst before moving to Chicago to trade equity options as a Market Maker on the Chicago Board Options Exchange, one of the most demanding environments in professional finance, where he was responsible for pricing,
execution, and managing an entire portfolio of derivative risk simultaneously. That experience forged an analytical precision and risk awareness that defines his approach to client work today.
John earned his B.A. from the University of California, Berkeley. He is a former member of Cal’s 1992 NCAA Men’s Championship Water Polo Team. Currently, he lives in Moraga and is the father of three sons.