With over 30 years of experience delivering objective-based

financial solutions, John brings deep industry knowledge and

established judgement to both individual and institutional

clients. He earned his Bachelor of Arts from UCLA and a Master

of Business Administration from Santa Clara University,

grounding his advisory approach in strong academic training

paired with decades of practical experience.

At Capstone, he provides comprehensive financial advisory

services to business owners, individuals, and families seeking

to mitigate risk, optimize investment strategy, and design thoughtful estate planning

outcomes. His perspective is shaped by his background as a business owner, former

banker, and investor, allowing him to approach planning with a practical, real-world

understanding of capital, cash flow, and long-term decision-making. He is known for

helping clients navigate complex financial situations with clarity, discipline, and thoughtful

execution.