About Us
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 DirectorPIM Portfolio Manager
John Sr. is a managing director-PIM Portfolio Manager as well as a CERTIFIED FINANCIAL PLANNERTM professional who has been working in the financial services industry for more than 40 years. He believes in having his business designed for the benefit of clients and has supported client relationships through third and even fourth generations. He orients his business to appeal to the clients and their family’s needs, both financially and personally. It is important for him to understand what a person’s goals are and to make certain that he integrates investment ideas in a way that will make them comfortable with their decisions and pleased with his work. John has instilled the importance of measuring risk when discussing investment with clients and provides choices that are many and varied. He leads his clients with flexibility and guides them through each investment plan that is available to them in order to help them meet their investment goals.
John studied Marketing and Economics at Utah State University prior to completing his Masters of Business Administration degree from Brigham Young University. In 2011, he was recognized as a Platinum Council* within the Wells Fargo Advisors Financial Network. He has been working in the South Orange County, California area throughout his career and has been able to work alongside his son Derek, who is now the manager of the Draper Wealth Management office.
CA Insurance License Number: 0A28130. Resident State CA.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Derek Draper, CFP
Managing PrincipalPIM Portfolio Manager
Derek attended Brigham Young University - Hawaii for his B.S. in International Business Finance from 1995-2000. Upon completion, he studied through the University of California, Irvine to obtain his securities registrations, California life and health insurance licenses, and certifications as a CERTIFIED FINANCIAL PLANNERTM professional. Derek is active in the local community. He enjoys participating in many civic and community organizations, including Gen-Next, Scoutmaster-Eagle Scouts, the Surf-Rider Foundation, the FPA, Indian Guides, Adventure Guides Nation’s Chief, and has been a soccer and basketball coach for his children. CA Insurance License Number: 0D80740. Resident State CA.
Maryna Leake
Operations ManagerMaryna grew up in Ukraine and attended Kyiv University Law School for her Bachelor’s Degree in Law from 2001-2005. She has also studied at Coastline College in Fountain Valley, California for her Associate’s Degree as a Legal Assistant/Paralegal from 2012-2014. She worked in law for 5 years before starting her career in finance. She joined Wells Fargo Advisors Financial Network in 2021 and has started to gain her professional knowledge through her experience.
Jaime Falla
Financial AdvisorJaime grew up in Managua, Nicaragua before relocating to Southern California. He attended Baylor University for his Bachelor’s Degree in Business Administration and a certification in Corporate Communications. With a background in sales and credit analysis, he took his career to the wealth management industry in 2022 after joining Wells Fargo Advisors Financial Network and the Draper Wealth Management team. CA Insurance License Number: 4312755. Resident State CA.