Broker Check
John Zezini, CFP®, CRPC®, AAMS®

John Zezini, CFP®, CRPC®, AAMS®



  • John has been his clients’ financial advocate for 24 years.
  • 12 of those years were with Edward D. Jones, before he founded Granite Bay Wealth Management, another independent firm supported by the resources of LPL (much like Westlake Investment Advisors).
  • In 2020, he partnered with Rocky Mills at Westlake Investment Advisors.

Education & Community

  • BS in Business Administration, California State University, Sacramento, 1995

Licenses & Designations

  • Certified Financial Planner™ (CFP®)
  • Accredited Asset Management SpecialistSM (AAMS®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Series 7     General Securities Representative, held through LPL Financial
  • Series 8     Branch Office Manager, held through LPL Financial
  • Series 24   General Securities Principal, held through LPL Financial
  • Series 52   Municipal Securities Representative, held through LPL Financial


  • Married with three children
  • Loves outdoors activities with his family – camping, snowboarding & wakeboarding
  • Passion for baseball
  • Active in the El Dorado Hills Chamber of Commerce, including two years as Chairman
  • Volunteers at his kids' schools and Boy Scouts