John is a financial advisor specializing in retirement planning and works with people that don’t want to work anymore. He helps them with issues such as figuring out if they have saved enough to stop working, what’s the best Social Security filing strategy, how are they going to draw down on their savings in the most tax efficient manner and how are they going to manage health care and potential long term care costs.
John graduated from Cal Poly San Luis Obispo with a degree in Mechanical Engineering. After 16 years in the manufacturing industry, John joined Waddell & Reed in 2011. He believes that engineering experience is a great foundation for retirement planning. John believes retirement planning is less about how much money you have and more about making educated decisions with the money that you do have.
John is very active in his community. He serves on the boards of Sierra Senior Services, the local Meals on Wheels program, the Truckee Chamber of Commerce and the Contractors Association of Truckee Tahoe (CATT) Community Project. Having 2 young boys, John is also active in Truckee Little League and the Truckee Optimist Club.