Contact John (925) 400-7017
Contact John (925) 400-7017
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.
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, wine tasting in the Livermore wine country, and spending valuable time with family.
855 MAIN ST. #204, PLEASANTON, CA, 94566
Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Tri Valley Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training. Copyright © 2024 Tri Valley Wealth Management - All Rights Reserved.