…as Operations Supervisor
John-Paul was promoted to Operations Supervisor. Instead of splitting his time between working on financial plans and operations, he will work full time in Operations. Building on his experience, JP is responsible for client requests and relations with TD Ameritrade. He will be responsible for the company’s tech stack and software vendors. JP’s group will also assist clients with their personal portals.
JP is still interested in financial planning. He has almost completed the Certified Financial Planning program and will stay an integral part to support the planning group.
Previously, Assistant to Operations and Financial Planning
John-Paul (JP) served a dual role in the company that takes a special personality. He earned his Financial Paraplanner Qualified Professional certificate, so he can assist the financial planning team prepare plans. Since we meet with clients in pairs, JP is frequently our “second” to take notes and participate in the discussion.
John-Paul “switched hats” to help Operations with TD Ameritrade and client portal activity
…before becoming a FC Team Member
JP previously worked as a Production and Purchasing Coordinator for a local manufacturing company. While in school, he worked as a teller at West America and an Assistant Manager at Three Twins Ice Cream. And yes, he still eats ice cream!
JP has a Bachelors from Sonoma State University with a concentration in Finance.
…outside of the office
John-Paul considers himself a foody. He enjoys experimenting with different milk tea cafes around the Bay Area, Yerba Mate drinks, playing with his dog Suki, and going for long drives in West Marin. JP is also a huge Warrior fan.
