CA Insurance License #0E21804
John comes to Provident Credit Union with over 22 years of experience in financial services. The majority of his career was with MetLife, AXA, and Symetra Financial, where he was a Regional Vice President for their retirement divisions. His work experience also includes being a Wealth Management Consultant for Saybrus Partners, specializing in wealth management, protection, and distribution strategies.
As a Financial Consultant located at Provident Credit Union, John offers a wide range of services, from helping with individual investments to developing a retirement strategy. His goal is to facilitate the process of building, preserving, distributing, and transitioning wealth for his clients, custom tailored for the years ahead.
John received his Bachelor’s Degree from UC Irvine and holds FINRA Series 6 and 63 registrations through Osaic Wealth, Inc. and Life & Health insurance licenses. In his free time, he enjoys traveling with his wife and two kids, playing golf, and finding new recipes to recreate at home
John has offices in:
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Fremont Community Branch
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San Mateo Community Branch
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Palo Alto Community Branch
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Sunnyvale Community Branch
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San Ramon Community Branch