John has a strong passion for helping people achieve their financial goals. He worked in the mental health field for many years before changing career paths and joining RB Capital Management, LLC. He utilizes a multidisciplinary approach to offering financial advice. John takes in aspects of investment research, financial analysis, financial trends, diversification, portfolio allocation and more into his investment guidance. He brings his experience not only to individual clients but also with corporate clients.
John earned his Bachelor of Arts in Psychology, from University of California, Santa Cruz. As a counselor in mental health he began teaching the clients about proper financial management. With his advice he made it easier for the clients to gain financial independence in order to transition out of the system. While working as a counselor he went back to school and received an Associates of Arts degree in Economics and achieved a Master’s of Science degree with honors in Financial Analysis and Investment Management (MS-FAIM) from St. Mary’s College of California. John has his series 7 and 66 licenses and is also a licensed life insurance agent.
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