2041 Rosecrans Ave
When one thinks of a reef, images of multitudes of beautiful tropical fish and corals spread just beneath the surface of a tranquil ocean scene come to mind. Another individual may associate a reef as an outer perimeter to help provide protection against treacherous unforeseen events that threaten the safety of the structures which it surrounds.
At Reef Wealth Management our objective is to help guide our clients in protecting their total wealth environment by focusing on core wealth management issues. H. John Tallardy, AIF® CWS® founded Reef Wealth Management with these objectives in mind and serves private investors, aerospace employees and business owners as a personal independent Accredited Investment Fiduciary®.
As a veteran financial professional with over 14 years of experience, John is an Accredited Investment Fiduciary®, a Certified Wealth Strategies® professional and holds CA State Life Insurance Lic#0E86349, Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 66 securities registrations held with LPL Financial. John offers an extensive background in institutional asset management & fund distribution.
His career experience encompasses positions at top tier financial institutions including Director of The Hartford Mutual Funds, VP for Prudential Investment Management, and VP for Chase Investment Services. He leveraged his experience in wealth planning & asset management to help financial professionals directly invest and manage in excess of $1Billion of client assets.
John's founding of Reef compliments his hands-on client focused philosophy where he has the freedom to offer objective advice of investments to clients. He devotes most of his time to client centered relationships a requisite to constructing a personalized portfolio and wealth management evaluation. John’s experience with individuals & business professionals contribute to his agility in diverse market cycles. These personal experiences include a broad range of affiliations with professional fund managers, analysts, corporate executives & chief investment strategists from Fortune 100 companies.