We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
John Draper Sr., CFP, MBA
Managing Director
PIM Portfolio Manager
Email Address
john.draper@wfafinet.comPhone Number
(949) 681-2415Certificates
CFP, MBA
Licenses
- CA Insurance License Number: 0A28130 | Resident State: CA
Derek Draper, CFP
Managing Principal
PIM Portfolio Manager
Email Address
derek.draper@wfafinet.comPhone Number
(949) 681-2416Certificates
CFP
Licenses
- CA Insurance License Number: 0D20740 | Resident State: CA
Licenses
- CA Insurance License Number: 4312755 | Resident State: CA