John has been working as a financial advisor in Scottsdale, AZ since 1999. For over two decades John has provided his clients high level fee-based investment advice helping clients navigate the ever-changing financial markets. His clients find that his honest and straight forward approach is comforting and a breath of fresh air in an industry that is often times confusing and scary. John has been interviewed for financially educational stories in publications such as the Arizona republic, Research magazine, Scottsdale Business Life and has given financial commentary on KFNN news talk radio and local channel 12 news.
John is the CEO and Managing Partner of Southwest Wealth Strategies LLC. Southwest Wealth Strategies strives to be an innovative financial services firm which provides advice on over 285 million in client assets through LPL Financial (as of 08/2020). The firm’s focus is to provide investment advice using the CFP® boards recommended practices and protocols.
John is married to his wife Allyson and has 4 children. John enjoys golf, skiing, sports, fishing and spending time with friends and family.
Education, Licenses, and Credentials
CFP® – Certified Financial Planner Practitioner, awarded through the Certified Financial Planner Board of Standards, Inc
Northern Arizona University, 1999 Bachelor of Science in Business Administration, Finance
MBA from the University of Phoenix 2004
Board of Directors for AZ Military Assistance Mission
Board member Northern Arizona University College of Business Finance Advisory Council
FINRA Series 7, 6,66,63,24
Registrations; Life and Health Licenses
Conducts business in AZ, CA, MN, NM, NY, TX, WI , KY, VA, CT
CA Insurance License #0G17570
CFP® and CERTIFIED FINANCIALPLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.