John is a Wealth Strategy Associate for The Gallagher Carpenter Group. He primarily assists with financial planning, client engagement, and operations. John is Series 7 and Series 66 licensed and is a CFA level 2 candidate.
John attended Azusa Pacific University, where he received a Bachelor’s degree in Economics with Magna Cum Laude honors and was a member of their football team. Prior to joining the Gallagher Carpenter Group, he interned for a top UBS wealth management team in Orange County.
In his down-time, John enjoys participating in crossfit, golfing and rooting for the Los Angeles Chargers.