Meet John


John has been helping clients make informed financial and tax planning decisions for over 30 years. He finds the personal relationship side of business very enjoyable.

John is passionate about our financial planning process of My Wealth Plan™, which is built on three Cs: Clarity of where you are and what you want to obtain, Comprehensive planning, which leads to Confidence in your financial and life decisions.

John has been a Certified Public Accountant since 1985, and a CERTIFIED FINANCIAL PLANNER™ since 1995; he also holds a California real estate license and California insurance licenses for life, disability, and long-term care insurance.

John has always been actively involved in the community. He is a member of the Half Moon Bay Chamber of Commerce, member of the Half Moon Bay Yacht Club, member (and former President and Treasurer) of the Rotary Club of Half Moon Bay, and a long-time coach of youth and high school basketball.  John is a life-long learner who is loving spending more and more time in the Gold Country with his partner Penni, where he enjoys woodworking, gardening, biking, walking the pooches, and finally learning how to play golf.

John’s California License Number is #0E64465.


Favorite food:

My mom’s spaghetti

Favorite quote:

Would I rather be happy or right?

Favorite movie:

Die Hard

What motivates you:


Something on your bucket list:

Being able to play golf without being embarrassed

Biggest accomplishment:

Learning to be resilient