John is a 2004 graduate of CSU, Fresno, graduating summa cum laude with a Business Degree emphasizing Financial Planning. He was involved in the school's Honors Program, where he wrote a thesis on Social Security Privatization, earning him invitations to speak at two research symposiums.
John served on the Craig School of Business Alumni board and is a Past President. He is currently serving on the Business Associates Board at CSU Fresno. He is also very involved in his local chapter of National Association of Insurance and Financial Advisors (NAIFA), where he has served in many capacities, including President. He now serves on the NAIFA California board of trustees as President. John is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter and holds Series 7, 24 and 66 securities licenses as well as an insurance license. John is a Registered Representative and an Investement Advisor Representative with United Planners Financial Services.