John Marty*

Burlingame, CA
Vice President
Investment Advisory

John has been in the financial services industry since 1988. He earned a Bachelors in Finance and an MBA from the University of San Francisco. He focuses on financial planning for his clients, taking a holistic approach. John spent 12 years as the Treasurer for the City of San Bruno, and was Chairman of the San Mateo County Treasurer’s Oversight Committee, which helped manage a $5 billion fund.