Focus: Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Financial Education
Languages: English, Spanish
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
JP McDermott is more than a financial advisor to his clients. JP really cares about his clients’ welfare and takes the time to get to know their unique financial goals, their dreams and the roadblocks that may be preventing their achievement. JP’s practice focuses on serving people approaching retirement. He helps them create their roadmap for a comfortable retirement while leaving a legacy for their families.
With an MBA in Finance and 30+ years' of industry experience, JP brings proven business, leadership and management expertise to his clients.
CA Insurance License #0G32564
* Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)
Check the background of this investment professional on FINRA’s BrokerCheck
1255 Treat Boulevard Suite 400
Walnut Creek, CA 94597-7968