John is a native of California, and has been residing in Idaho for the last 24 years. He has been in the financial services industry over 18 years. John currently holds Series 7, 63, and 65 securities registrations and is also licensed in Life, Health and Variable Annuity products. He assists his clients in attempting to achieve their financial goals, and investigates ways to reduce taxes and insurance costs. He maintains a “more than just investing” approach to his profession by providing excellent customer service.
*John offers advisory services through SagePoint Financial, Inc.