Nicholas John

Nicholas John

Financial Advisor

Nicholas “Nick” John is a Certified Financial Planner™ professional who has been in practice since 2005. Nick specializes in comprehensive financial planning; including topics such as investments allocation, risk tolerance analysis, retirement income planning, tax efficient investing, and personal life insurance strategies. He is dedicated to implementing the best thinking and advice for you and your legacy.    

Nick is a fourth generation Californian and lives with his wife Erin, a nurse at Hoag Hospital, in Yorba Linda. They married in 2014 and are eager to start a family.

Education & Affiliations
Certified Financial Planner™ professional.
B.A. College of Business and Economics, Cal State University Fullerton 2005
Securities Licenses: 6,7, 63,65
California Insurance License #0E84165