John founded Core Financial Partners based on a realization that small to medium sized business owners could greatly benefit from “big business” tax and financial planning solutions.

Formerly of American Express Financial Advisors (now Ameriprise), John devoted 14 years developing a thriving practice that catered to the specific needs of the small business owner. He gained tremendous success early in his career, quickly ranking among the top 1% of over 11,000 advisors and earning a seat on the Chairman’s Advisory Council, making him one of the youngest yet most successful in his peer group.

John began his career at Andersen Consulting (now Accenture) in their Strategic Tax Planning department where he obtained valuable skills in creating effective tax strategies and financial solutions for Forbes 400 clients and other affluent clientele.
Today, John applies his expertise to help business owners create more personal wealth by reducing taxes, enhancing business valuations, protecting assets, and creating exit strategies.

John grew up in Los Angeles and currently lives in Pacific Palisades along with his wife Natasha and their three children, Téa, Nikolas and Matteo.

Education:

University of Southern California, BA/BS Finance and Political Science

Professional Designations and Licenses:
Certified Financial Planner, CFP®
Series 7, 24, 66
California Insurance #0B81117 (Life, Health, Disability, and Long Term Care)

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