John was raised in the Bay Area and is the proud father of two daughters: Olivia 14 and Rachel 18. With a degree in business from the University of Colorado, John first entered the financial and insurance business in 1993. Since that time, John has been involved in businesses that place the client’s best interest first. John has assisted our clients on the path toward achieving their financial goals. He’s very proud to be an Approved Member of the National Ethics Association.
His previous experience includes being an Associate Vice President of Investments with Morgan Stanley in San Francisco. John believes that honesty, integrity and the truth are more important than anything. When John left Morgan Stanley and established his own practice, he knew there needed to be a better way to help his clients protect their money. He set out with an objective to helping clients eliminate as much confusion as possible in planning their financial future.
John believes everyone should have someone with honesty, integrity, education and a commitment to help make things simpler and less complicated.
He is an expert in helping retirees and pre-retirees preserve their assets, reduce their taxes, and increase their income. He is known as “The Safer Money Specialist”
John is a Registered Investment Advisor with Reising Financial Services, Inc.