John has been helping clients make informed financial and tax decisions for over 30 years. He finds the personal side of business very enjoyable, from discovering his clients’ needs and goals to helping them develop and implement comprehensive plans to achieve what matters most in their lives. John builds relationships on a foundation of mutual understanding and trust, since these are the cornerstones to effective financial planning. 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.
Staying active in the community and spending time with family and friends is what drive John in his personal life. He is a member of the Half Moon Bay Chamber of Commerce, the Half Moon Bay Yacht Club, and a long-time coach of youth and high school basketball. John is a life-long learner who loves outdoor activities, yoga, vacationing in Hawaii, and playing basketball in his spare time.