Experience

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  Royal Alliance Associates

  • Sacramento, CA

  • CERTIFIED FINANCIAL PLANNER

    • Nov 2018 - Present
    • Sacramento, CA

    Serving clients with wealth management, retirement planning, and more.

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  Signator Investors, Inc.

  • Sacramento, California Area

  • CERTIFIED FINANCIAL PLANNER

    • May 2016 - Nov 2018
    • Sacramento, California Area

    Retirement planning and wealth management are John's primary focuses, along with specialized expertise in tax, estate, investments, insurance, and group benefits.

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  Transamerica Financial Advisors, Inc.

  • Sacramento, California Area

  • CERTIFIED FINANCIAL PLANNER

    • Jan 1994 - May 2016
    • Sacramento, California Area

    Fully responsible for individual financial planning, wealth management, retirement planning, and small group employee benefits practice. John has been in Sacramento since 1987.

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  LeTip

  • Sacramento, California Area

  • Ambassador

    • 1999 - 2015
    • Sacramento, California Area

    John's responsibilities and skill sets included:- Training and management relating to all aspects of "Not-for-Profit" tax status.- Teaching budget training and analysis.- Assisting chapters in their efforts to obtain chapter bank accounts; responsible for membership growth – planning, objectives, strategies, and regulations concerning the sustainability of start-up chapters.- Technical instruction on conducting weekly meetings over a fourteen-week probationary period.- Training the Inspector Committee, which interviewed prospective new applicants, and training Officers and Board Members on how to manage the chapters and lead and run the various committees and Board of Directors meetings.- Member recruitment, including through chamber mixers, LinkedIn, cold calls, door-to-door, business-to-business, direct mail, and email campaigns.

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  New England Securities, Inc.

  • Financial Advisor

    • Jan 1993 - Dec 1993

    New England Securities allowed John to function as an independent financial advisor serving a multitude of client needs.

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  Connecticut Mutual Life

  • Financial Advisor

    • Dec 1987 - Dec 1992

    John's days at Connecticut Mutual Life were rich with training in advanced areas of insurance planning, including but not limited to: estate planning, business continuation planning, disability insurance, various forms of life insurance, and mutual funds including IRAs and self-employed pensions.

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  Integrated Resources, Inc.

  • Registered Representative

    • 1986 - 1987

    John's responsibilities included investment product research and client recommendations, interviewing clients about their investment goals and objectives, and helping clients increase their income to maximize and preserve their wealth.