Mission

John is dedicated to lifelong relationships built on trust and integrity while helping clients achieve their financial goals through personalized financial strategies and thoughtful investment management. Through planning, He strives to empower individuals, families, and businesses to achieve long-term financial success with confidence.

Focus

John gains a deep understanding of his client’s unique set of circumstances so that he can provide personalized, comprehensive wealth management solutions with a strong focus on tax optimization and risk management. He is committed to educating and helping clients grow, preserve, and efficiently transfer their wealth.

Background and experience

For over two decades at Wells Fargo Advisors, John has been helping clients navigate the complexities of the financial markets. Prior to joining Wells Fargo & Company, He earned a bachelor’s degree with a specialization in Finance from the University of South Florida. John obtained his CERTIFIED FINANCIAL PLANNER® certification by completing a comprehensive educational program, passing a rigorous examination, and meeting stringent experience requirements. The CFP® designation represents high standards and the CFP® professional’s commitment to uphold these standards.

Away from the office

During John’s leisure time, he enjoys playing ice hockey, golfing, watching his daughter jump horses, and traveling with his family.

CA Insurance #: 0E76287
Residence State: OH
Wells Fargo Advisors does not provide legal or tax advice

Mission

Mike's mission is to help clients reach their wealth goals and build lifelong multi-generational relationships. He aims to achieve that by serving as his clients most trusted advisor for planning and investment management.

Focus

Mike approaches every portfolio with a focus on tax efficiency and risk management. Specializing in investment asset purchases, sales, and transfers – he aims at reducing, deferring, or eliminating taxes from investment decisions. In addition, Mike has strategically navigated clients through diverse market environments including economic expansions/contractions, FED policy shifts, COVID, inflationary pressures, and bull/bear markets. Those who may value his services the most are acquirers or inheritors of wealth, soon to be or existing retirees, and wealthy families.

Background and Experience

Mike brings over a decade of expertise in wealth management. As a Certified Private Wealth Advisor® and Certified Investment Management Analyst® professional, he upholds the highest ethical and professional standards in the industry. Mike graduated with a bachelor’s degree in finance from Bowling Green State University and further honed his expertise through executive education programs at Yale School of Management and Chicago Booth School of Business.


Away from the office

Mike spends his weekends hiking and volunteering for the Special Olympics of Northern California (SONC). His mornings working out at Bay Club and evenings engaging in events with the Walnut Creek Chamber of Commerce. Lastly, discovering new restaurants with friends and family.

CA Insurance # 0M42622
Wells Fargo Advisors does not provide legal or tax advice