NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
John has been a financial professional since 1982 and holds Bachelor’s and Master’s Degrees from San Diego State University. In 1985, he completed his Certified Financial Planner® professional studies through the College for Financial Planning in Denver and was admitted to the Directory of CFP Practitioners in 1993. John completed a 3 year post-doctoral training in Wealth Strategies Planning from the Estate and Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. In addition, he is a Certified Agent for the California Partnership for Long Term Care (AEP®) and an Enrolled Agent (EA), having successfully passed the exam administered by the Internal Revenue Service.
John conducts numerous seminars and workshops every year. He has been a guest on the PBS show “The Money Makers” and its successor, “The Financial Advisors,” as well as the syndicated news magazine show “Heartbeat of the City.” He has also authored and co-authored several books and publications. John was an Adjunct Faculty member of the National Endowment for Financial Education in Denver and is recognized in both “Who’s Who in California” and “Who’s Who in Finance.” He completed five years of service on the Board of Directors of the San Diego Chapter of the Financial Planning Association (FPA) and the Board of the San Diego Estate Planning Council. He is currently serving as a member of the Estates and Trusts Committee for Rady Children’s Hospital Foundation.
He has been quoted in many local and national publications including: Financial Planning News, The San Diego Union Tribune, La Jolla Light, Research magazine, PRWeb.com, and San Diego Business Journal. John is a member of the Financial Planning Association, The California Society of Tax Consultants and the Estate Planning Council of San Diego.