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Specialties
We help clients work toward their financial goals and help them through their life transitions, such as:
— Inheritance
— Retirement
— Job Change
— Death of a Spouse
— Divorce
We hold various professional designations, and our qualified representatives are registered to provide access to a variety of investments as well as licensed to sell insurance products.
We are dedicated to developing lasting relationships with our clients. We believe in helping you work toward your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. Our goal is to provide a solid financial roadmap to help you plan to secure your future and retirement.
History
Established in 1986.
John graduated from California State University, Chico in 1986 with a degree in Business Finance and Economics and received his Certified Financial Planner Certification in 1991 through the College of Financial Planning in Denver, CO. John holds various insurance licenses in the State of California to underwrite Life, Health, Annuity, Disability, and Long Term Care policies. Additionally, he is licensed to conduct securities transactions in California, Oregon, Missouri, and South Carolina.
Meet the Business Owner
John P.
Business Owner
John has been active in his community by holding offices in the Active 20⁄30 Club, Cloverdale Boys and Girls Club as well as the Finance Committee of St. Peter’s Church. He taught Financial Planning classes through Santa Rosa Junior College. His work as the volunteer Windsor High School Cross Country and Track Coach has helped many students achieve their personal goals.
An experienced marathon runner, John knows the value of determination and perseverance. He pulls from these strengths and applies them to his daily life and work. John personally believes and lives life as a wheel, equally balanced between business, faith and family.
John and his wife, Tammy, have made their home in Cloverdale since 1975. They have four children.