John is the Managing Director of Reef Wealth Management serving private investors, businesses, aerospace, technology and entertainment employees as both an Accredited Investment Fiduciary® (AIF®) and Certified Wealth Strategist® (CWS®). As a veteran financial professional since 2000, with an extensive background in institutional asset management and fund distribution, his career encompasses positions at top tier financial institutions including Director of The Hartford Mutual Funds and Vice President for Prudential Investment Management. In this capacity, John served as the "Advisor to the Financial Advisor" and successfully leveraged his experience in wealth planning and asset management to help investment professionals manage and invest in excess of $1Billion. John feels privileged to have worked with a broad range of professional fund managers, analysts, corporate executives and chief investment strategists from Fortune 100 companies.
After years of success in the institutional financial world, John felt a strong desire to have a more personal connection with his clients, and in return founded Reef Wealth Management. Unlike institutions, he found the majority of retail clients have no strategy, rather they only have an allocation of assets which they thought was a “financial plan.”
Today as the head of Reef Wealth, he gets the opportunity to make a difference planning wealth strategies, retirement and estate plans tailored to address the needs of individuals, families and businesses. John also teaches retirement and financial planning classes at Loyola Marymount University and El Camino College. He is fulfilled everyday knowing his commitment to his work and purpose can positively affect the lives and futures of his clients.
John earned his Bachelor of Science degree in Finance and International Business from Marist College in New York. In school, he competed in Division 1 Men’s Lacrosse and as a post college graduate, loved traveling to many countries, gaining a first hand understanding of global markets, economies, cultures and customs. Outside of work, John is a dedicated husband and the very proud father of four amazing young boys. He spends his spare time as a volunteer coach for local sports teams, surfing, scuba diving, and hunting for pirate treasure on the beach with his boys.
John holds CA State Life Insurance #0E86349 and Financial Industry Regulatory Authority (FINRA) Series 7,63,66 securities registrations held with LPL Financial.