John graduated from Cal Poly San Luis Obispo with a degree in Mechanical Engineering. After 16 years in the manufacturing industry, John joined Waddell & Reed in 2011. He believes engineering experience is a great foundation for retirement and financial planning. John is now using that experience to develop solutions and help clients pursue their financial goals. John thinks retirement & financial planning is less about how much money you have and more about making educated decisions with the money that you do have.
John is very active in his community. He serves on the boards of Sierra Senior Services, the local Meals on Wheels program, the Truckee Chamber of Commerce and the Contractors Association of Truckee Tahoe (CATT) Community Project. Having 2 young boys, John is also active in Truckee Little League and the Truckee Optimist Club.
John earned his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in November 2019. John currently holds his Series 7 and Series 63 licenses along with Health, and Disability Insurance License (California Insurance License #0H73423).
John has been a member of the Financial Planning Association of Northern California since 2019 and volunteers in their Pro Bono Financial Planning Program.
Waddell & Reed is not affiliated with any other entities referenced. 04/20