John joined CAFG Wealth Management in 2013 as a wealth advisor and tax specialist. He is a Certified Public Accountant with a very high level of knowledge in tax planning and preparation. As a wealth advisor, he works with our high net worth clients and business owners to determine their financial position and the importance of developing a sound financial plan with targeted strategies and solutions. His financial review and analysis includes the key areas of protection planning, investment planning, retirement and estate planning in addition to tax planning. As our resident tax specialist, John brings a wealth of knowledge regarding accounting and tax planning strategies, financial statements and auditing practices for both corporate and individual CAFG Wealth Management clients.
As our Compliance Manager, John is also in charge of overseeing and managing compliance issues. He makes sure CAFG Wealth Management is complying with regulatory requirements and our own internal compliance policies and procedures.