A native of New Jersey and graduate of Fairleigh Dickinson University, John has been a resident of California since 1970.
In 1970 John met his wife, Anna Marie (Chesley). They have three children: John, a mechanical engineer; Lisa, a certified court reporter; and Nicholas, an executive chef at a major hotel. John and Anna raised their family in Camarillo, CA where they still make their home. After many years of family involvement with the local schools and church (and now with grandchildren), they now have some time for golfing and antiquing and other pursuits.
John joined Waddell & Reed in November 1994 and began working as an advisor in 1995. He received his CFP® certification from the CFP Board of Standards in June 1995. John currently hold a Series 63 Security license in several states, along with a Series 7; along with Health, and Disability Insurance License in California.
John has been a member of the Financial Planning Association West Valleys Chapter since 1996. He served in various capaciities including: Membership Chairman, President, and Board Chairman. John is also a past Manager of the Woodland Hills branch office of Waddell & Reed, where he mentored new financial advisors joining his office.
He now works as an Advisor Associate for his personal clients in partnership with Tom Miller, also a CFP® professional. Together, they and their staff continue to service their client’s ongoing financial planning needs. John's philosophy of business is very simple, always do what is in the client's best interest.
CA Insurance License #0B52946
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