Personal
John is a life time resident of Orange County, CA where he lives with his wife Mari. In his spare time John enjoys watching movies and going on adventures. John stays involved with his family's activities often crewing for his brothers' ultramarathons or cheering mom on at the senior fashion show. He also enjoys Southern California's beautiful beaches and amusement parks any time he gets the chance.
Professional
John has always been passionate about helping others obtain their personal and financial dreams and Northwestern Mutual gives him the platform to do just that by truly planning for their financial future.
John started with Northwestern Mutual in September of 2020 and is currently based out of the Long Beach office. John focuses on working closely with his clients, mentoring and developing others as well as attracting talent to the organization.
Education
- University of Phoenix - Business Administration (Master of Business Administration)
- University of Phoenix - Communication (Bachelor of Science)
Here are my areas of expertise
Our team believes in Comprehensive Financial Planning meaning we build on a foundation of Risk Management so we can focus on a lifetime of Wealth Accumulation, and create tax-effective strategies and maximize generational wealth.
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Planning for Special Needs
Investment Planning & Strategies
Business Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
