Partner | Wealth Manager
John has been advising clients for over 20 years and is a Partner and Wealth Manager for Kingsview Asset Management’s Santa Cruz, California office. After growing up in Southern California, John graduated Cum Laude with a BA in Economics from the University of California, San Diego and then went on to obtain his Master of Business Administration (MBA) degree in Finance from Indiana University.
Having an entrepreneurial mindset from a young age, John began investing in his early 20’s and was fascinated with the idea of creating wealth outside of the traditional work environment. After earning his MBA, John worked in corporate finance for the tech industry and then went on to become a Financial Advisor, working for both Merrill Lynch and Wells Fargo Advisors.
John greatly enjoys learning about his clients’ passions, families and goals. He focuses on helping people identify their financial objectives, and then works to create a plan to help meet those objectives over time as safely and efficiently as possible. He is grateful to align his desire to put clients and their needs first with Kingsview’s independent advisory platform. He offers client centric financial planning, professional portfolio management, streamlined performance reporting, collaboration with tax and legal experts, as well as personalized advice for one fee.
A lifelong musician, John plays guitar and keyboard for two local cover bands (The Bourbon Brothers and The Roomshakers) and enjoys a variety of outdoor activities including snowboarding and mountain biking. He also loves spending time with his family.
John and his wife Kristin, an eighth-grade science teacher, live in Aptos, California with their two awesome teenagers and dog Henry.