Media
Words to Live By
Client Experience Professionals
Team Members
About
Johnny has extensive experience working with directors, VP’s, executives, and ultra-high-net-worth clients to holistically map out their financial goals and optimize their wealth.
With a certified financial planning designation from UC Berkeley, Johnny builds strong relationships with his clients and engages with them in areas encompassing retirement, taxes, asset allocation, and estate management – ensuring that their goals are mapped out to and through retirement, and that a lasting legacy is cemented. Risk management and active asset allocation are also foundations of Johnny’s investment philosophy, with the result that every client is in a customized portfolio that is tailored to their specific needs.
Outside of work, Johnny enjoys spending time outdoors – whether it’s snowboarding, waterskiing, hiking, or camping. He is based in Reno with his wife and 3 children; and after the kids go to bed, you’ll find him reading a novel or listening to a podcast about the stock market.