Specialty
John’s practice centers on supporting the implementation of integrated financial strategies that optimize client assets and retirement plans. This unique approach helps clients navigate decisions through changing market conditions.
Licenses and Registrations
John holds the FINRA Series 7 and Series 66 registrations, a California Life, Accident & Health insurance license (Lic. #4382755), and a Notary Public commission (Commission #160961379). Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC.
Why at LCS
John chose Liberty Capital Strategists for its research-driven platform and strong mentoring culture, which enable him to deliver clear, bespoke guidance supported by experienced colleagues.
Family
John lives in Orange County, California, and is currently single.
Personal Interests
He enjoys working out, artificial intelligence, EVs, and meeting new people.
States in which Registrations are Held
John is registered in California and Utah.