A native of New Jersey and graduate of Fairleigh Dickinson University, John has been a resident of California since 1970.
In 1970 John met his wife, Anna Marie (Chesley). They have three children: John, a mechanical engineer; Lisa, a certified court reporter; and Nicholas, an executive chef at a major hotel. John and Anna raised their family in Camarillo, CA where they still make their home. After many years of family involvement with the local schools and church (and now with grandchildren), they now have some time for golfing and antiquing and other pursuits.
John became a Financial Advisor with Waddell & Reed in January 2005. He earned his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in June 1995. John currently holds his Series 7 and Series 63 licenses along with Health, and Disability Insurance License (California Insurance License #0B52946).
John has been a member of the Financial Planning Association West Valleys Chapter since 1996. Serving in various capacities including: Membership Chairman, President, and Board Chairman. John is also a past Manager of the Woodland Hills branch office of Waddell & Reed where he mentored new financial advisors joining his office.
He now works for clients in partnership with Tom Miller, also a CFP® professional. Together, they and their staff continue to service their client’s ongoing financial planning needs.
Waddell & Reed is not affiliated with any other entities referenced. 12/19