About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Meet Our Team
John Collins, CRPC
Senior Financial AdvisorAssociate Vice President - Investments
I grew up in the Inland Empire of Southern California and enjoyed an active life playing water polo and soccer. I took advantage of the local concert scene attending many shows with friends and even playing in a band. At the age of 19, I committed to a full time volunteer position for my church, spending two years in various cities of Colorado. The two years gave me an opportunity to engage with all types and socioeconomic backgrounds. The experience developed my listening and communication skills which I believe are critical in working as a financial advisor. After Colorado I returned to Southern California and attended Cal State Fullerton, in which I completed an undergraduate degree in business with an emphasis in finance. I was able to graduate debt free and funded my college education by working many different jobs, a Huntington Beach city lifeguard, a car valet, a fully commissioned information technology salesman and a landscaper, I had no social life but somehow found some time to get married to the love of my life Winter. After college I was hired to be a commercial real estate agent and brokered income property in the Inland Empire for 7 years before deciding to become a Financial Advisor. I entered the industry a major wire house and worked there as a financial advisor for 7 years before being hired on with Wells Fargo Advisors.
I live in the city of Payson with my wife and three boys. In my spare time I enjoy riding off-road motorcycles with my family and friends. I also volunteer time as a Soccer coach with the ultimate goal of bringing home a state championship for the local high school, go Longhorns.
Designations:
Chartered Retirement Planning Counselor
The study program to become a CRPC® covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
CRPC® program course topics include:
Resident State: AZ
I live in the city of Payson with my wife and three boys. In my spare time I enjoy riding off-road motorcycles with my family and friends. I also volunteer time as a Soccer coach with the ultimate goal of bringing home a state championship for the local high school, go Longhorns.
Designations:
Chartered Retirement Planning Counselor
The study program to become a CRPC® covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
CRPC® program course topics include:
• Maximizing the Client Experience During the Retirement
Planning Process
Planning Process
• Principles and Strategies When Investing for Retirement
• Making the Most of Social Security Retirement Benefits
• Bridging the Income Gap: Identifying Other Sources of
Retirement Income.
Retirement Income.
• Navigating Health Care Options in Retirement
• Making the Emotional and Financial Transition to Retirement
• Designing Optimal Retirement Income Streams
• Achieving Tax and Estate Planning Objectives in Retirement
• Fiduciary, Ethical, and Regulatory Issues for Advisers
CA Insurance License Number 0I20581Resident State: AZ
Martin Cabanillas
Registered Client AssociateWhy Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.