Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU Member Investment Services Valentine
CA Insurance License #0E03689
EECU Member Investment Services
6745 N. Milburn
Fresno, CA 93722
John is an Investment Representative and currently holds Series 7, 63, and 65 securities registrations, held through LPL Financial. John obtained a Chartered Financial Consultant designation and is a California licensed life insurance agent. He entered the financial services industry in 2000 and has been an Investment Representative since 2002. His primary focus is on retirement, educational, and tax-efficient* investing while providing clients with the knowledge necessary to make educated financial decisions.
John’s vision is to educate, serve, and provide trusted information to build long-term relationships with his clients. Equally important is his mission to help clients achieve their financial goals through prudent information, and unparalleled service with the utmost integrity.
*Investors should consult a tax advisor professional before implementing any tax savings investment as John is not a Certified Public Accountant or tax advisor.