…as Assistant to Operations and Financial Planning
John-Paul (JP) serves a dual role in the company that takes a special personality. He earned his Financial Paraplanner Qualified Professional certificate, so he can assist Jenny, Brian and Jill prepare plans. Since we meet with clients in pairs, JP is frequently our “second” to take notes and participate in the discussion.
John-Paul “switches hats” to help Kai process client requests related to TD Ameritrade 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, and taking long drives in his M3. JP is also a huge Warrior fan.
