Industry Expertise


John has worked in wealth management since 2000. He provides planning and investment management services to families and business owners. John aligns each client’s personal and financial goals with their priorities around cash flow, risk management, wealth transfer, philanthropy, as well as income-and estate-tax considerations.

John thoughtfully coordinates all aspects of financial planning for his clients, including investments, insurance, tax, estate, and retirement. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.


  • BS, managerial economics, University of California, Davis

Insights from John Davis