John was born and raised in Southern California. He holds an Associates Degree from Moorpark College in Moorpark, CA. He has been with Waddell & Reed since 2011.
John joined Waddell & Reed as an Advisor Associate because of the company’s client-first approach and their emphasis on personal financial planning. He works with the financial advisors of the Thousand Oaks team to service their client’s ongoing financial planning needs. Their philosophy of business is very simple: always do what is in the client’s best interest. The team takes a comprehensive look at their clients’ overall financial situation to provide financial services.
John holds Series 7 and 66 licenses as well as Life, Health, and Disability Insurance Licenses in California.
John and his wife, Beth, were married in 2006. Beth is a full-time mom with two energetic children who keep her on her toes. They make their home in Simi Valley.
John loves being a dad and is very active in his church. He is an avid Dodgers fan, enjoys reading Sci-Fi/Fantasy, and loves playing games with family and friends.
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