John has been a Financial Advisor with Waddell & Reed since 2005. He enjoys working with individuals and small businesses to help them navigate the complex issues involved in creating a financial plan. John knows that no two clients are the same, and he is ready to take on the challenge that each new client relationship brings to the job.
John enjoys seeing the excitement felt by a client as they progress toward a financial goal, no matter how large or small that goal is. He also relishes the opportunity to work with his clients to help them better understand certain aspects of the financial planning process, to help them feel more comfortable making decisions. His service focus includes financial planning, investment management, and various risk management strategies.
John holds Series 7 and Series 66 securities licenses, as well as California Insurance (License #0E70669). John received his Bachelor's degree from University of California, San Diego.
Waddell & Reed is not affiliated with any other entities referenced. 08/18