While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, we seek to understand each client's objectives and tolerance for investment risk.
Once we have a comprehensive view of each client's unique needs, goals, and motives we can then deliver tailored financial solutions. John provides customized investment advice, financial planning and value-added services to businesses, institutions, executives and their families.
Once we have a comprehensive view of each client's unique needs, goals, and motives we can then deliver tailored financial solutions. John provides customized investment advice, financial planning and value-added services to businesses, institutions, executives and their families.
Services
John enjoys working with clients that value well-planned strategies and tactics. He provides customized investment advice, wealth strategies, and value-added services to businesses, institutions, executives and their families. John has completed the Chartered Financial Analyst Program and is a CFA charterholder.
Dedicated to helping clients understand the characteristics associated with many different investment options, we take the time to help clients make informed investment choices. D.A. Davidson Financial Advisors have access to award-winning research, which along with a wide range of investment choices within our platform, helps us offer clients timely, informed advice.
Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice.
The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.We believe there is only one way to navigate through the wealth of financial service options: straight forward.
The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.We believe there is only one way to navigate through the wealth of financial service options: straight forward.
To schedule an appointment or discuss your particular situation please give my office a call. You deserve timely and well thought out advice from an advisor that pays close attention to your needs, rapidly changing financial markets and opportunities. My primary office is in Ventura but we can also meet at our other locations in Santa Barbara, Westlake, Encino, Los Angeles, Pasadena and surrounding areas.
With our personalized wealth planning services, we help simplify the complexities of planning for your future-adding value to your wealth equation by supplementing and coordinating the services necessary to reach your goals. Taking into consideration each of your resources and choices, we offer a big-picture perspective, helping you make plans to achieve success as you define it, while minimizing costs and risks.
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