Contact John (925) 400-7017
It Starts with You.
Our Approach to Financial Planning
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that reflects your vision of the future. And as we define that vision with clarity, we'll adjust your financial plan to align.
Creating a financial plan is one of the most effective ways to create long term financial security and satisfaction. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
- Discovering You: Our process begins with a consultative discovery meeting designed to learn more about you and your goals. This is also an opportunity for you to learn more about what we do, and see if we’re a good fit for your needs.
- Strategy Planning: Once we learn who you are, we'll start developing your personalized plan. Through our strategy-building process, we’ll create a set of personalized plans – for the short, intermediate, and long-term – that aim to fulfill your overall financial strategy.
- Implementation: Whether it’s making the right investment decisions, choosing the right insurance plan for you and your family, saving to reach your retirement goals, or creating an estate plan that preserves your legacy; our financial professionals will be right there by your side as you take each step.
- Review and Support: Through plan reviews, we’ll consult with you and make modifications to your strategies and plans as needed. We are here to support you reaching your financial goals.
About us
John Zamboanga
Founder and Principal
John has over 20 years of experience in capital markets and the financial services industry. He has a successful track record of providing clients with a wide range of financial, estate, trust, investment, and tax planning solutions. In his previous roles, John worked with Northwestern Mutual, UBS, and Morgan Stanley. John specializes in retirement plan services, individual and family planning, and business solutions. He also has a background in private equity, executive stock option platforms, and branch management.
John received his Bachelor's in Economics and Business from California State University, Sacramento, and carries securities 7, 9, 10, 63, and 65 licenses with a Life and Health insurance designation. He lives in Livermore, California, and when away from the office, he enjoys hiking, mountain biking, Rotary volunteering, and spending valuable time with family.