Experience
- 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
Personal
- 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