CA Insurance License #0B73679
John graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in Finance. His coursework included extensive studies in finance, economic influences on financial markets, as well as accounting, insurance, investments, estate planning and financial planning. John's continuing education includes a minimum of thirty hours per year in financial planning and twenty-five hours per year of insurance coursework including at least eight hours of long-term-care and two hours of ethics. John has earned the Certified Fund Specialist designation through the Institute of Business and Finance in La Jolla, California. He continues to meet the requirements of the ICFS and is licensed as a Life, Disability and Variable Annuity Agent with the state of California and a Registered Representative through Securities America, Inc. (NASD Series 7: General Securities Representative & NASAA Series 63: Uniform State Law). He is currently working towards the Certified Financial Planner™ designation.
In 1994 John began working in the financial planning field for Haussmann Financial in Newport Beach. In 1995 he was promoted to Senior Advisor within the firm and expanded into full financial planning, including asset allocation analysis. John is a strong believer in consumer education. He frequently gives workshops to groups on the subjects of financial planning, tax reduction strategies, insurance application and college funding. Because of his outstanding ability to professionally communicate ideas and concepts, he has expanded his practice through referrals. On his days off or in the early morning, you can find John biking the trails above his home in Ladera Ranch, California where he resides with his wife Kolleen and his three sons.