John serves as Wealth Advisor at Vantage Wealth and brings a deep and diverse experience in financial services to his role. As a CERTIFIED FINANCIAL PLANNER® professional, he is dedicated to helping individuals, families, and business owners gain clarity and confidence in their financial lives through personalized, goal-based planning. John works closely with clients on retirement planning, investment management, tax mitigation, wealth transfer, and charitable giving. With a passion for empowering clients, John focuses on aligning each client’s financial strategy with their life goals, ensuring clarity, confidence, and peace of mind.
Prior to joining Vantage Wealth, John advised clients at Mercer Advisors and D.A. Davidson, where he built a reputation for developing thoughtful, values-driven financial strategies. He also serves as Co-Trustee of his Family Trust, bringing firsthand insight into estate and multigenerational wealth planning. Earlier in his career, John spent over 20 years in the entertainment industry, holding strategic and financial leadership roles at Warner Bros., Sony Pictures, Disney-ABC Television, and Fox Searchlight Pictures where he sharpened his expertise in organizational planning, client engagement, and high-level relationship management.
John earned his Master of Business Administration (MBA) from the UCLA Anderson School of Management and his BA from Westmont College with a focus in strategy and finance. He holds the Series 65 license and upholds a fiduciary standard in all client relationships. His philosophy is grounded in comprehensive wealth planning, disciplined investment strategies, and continuous client education.
A lifelong learner and connector, John combines his finance acumen with a dynamic approach to professional development. Outside the office, he enjoys mentoring young professionals, staying active in community and industry circles, and spending quality time with his wife and son while traveling and coaching their baseball and soccer teams.
