Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
John joined the La Jolla, California office of Merrill Lynch in 2013. After completing his BS in Pharmaceutical Sciences at the University of Connecticut, he considered attending Medical School, before ultimately moving across the country to pursue the career he was most passionate about: personal wealth management. John has been able to successfully grow his practice by remaining true to values instilled in him by his grandparents since a young age - "Work hard" and "Be a good person."
John’s approach to wealth management is both collaborative and consultative. His passion as an advisor is to educate while developing deep and meaningful relationships with clients. John believes that by educating clients they will be empowered to not only implement the best financial decisions available today, but remain committed to those strategies over the long-term. By acknowledging the reality of peoples’ emotional attachment to money, we are able to proactively identify and steer clear of the potential pitfalls it can create. John takes immense pride in delivering exceptional service, communication, and accessibility to his clients. He gains great satisfaction in helping people pursue and accomplish what is most important to them – on both a personal and financial level.
In addition to the time spent with family and clients, John makes time to be part of his community. Having lost his father to cancer, he has become a passionate contributor of multiple fundraising efforts in Southern California. He is also an enthusiastic participant of environmental cleanup efforts in the San Diego area. In his free time, John enjoys cooking, reading, travelling and staying active: skiing, weightlifting, beach volleyball, and yoga.
University of Connecticut
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.