About My Practice
Beechwood Wealth Advisors, LLC (BWA) is a regionally recognized Wealth Advisory firm providing financial planning and investment management consultation to individuals, families and small businesses.
BWA was founded on the philosophy and is grounded in the knowledge that long-term consultative, fiduciary relationships are paramount to ultimate client successes. By engaging with an independent CFP® - Certified Financial Planner® Professional - who serves as a fiduciary, clients receive advice that is in their best interest, unconstrained by the inherent conflicts of interest when dealing with a wire house or broker dealer registered representative attempting to act as a financial planner.
Our goal is to meet a client at, and assist in the navigation of, their 'Intersection of Life & Wealth, Ultimately Discovering the Wealth Within®'.
Markets Fluctuate. Valued advice does not.™
John is the Founder and Principal Member of the regionally recognized financial planning and portfolio management consulting firm, Beechwood Wealth Advisors, LLC (BWA). John is a graduate of the University of the Pacific (UOP) with a Bachelors of Science in Business and was conferred his CFP® from the University of Southern California (USC).
John entered the profession in 1984 as a registered representative with a broker dealer and quickly realized the constant conflict of interest concerning his clients' best interests and began the transition of the practice he purchased in 1987 to a "fee for service" business model...later to be known as a "Fee Only" practice.
John served on the National Board of the Institute of Certified Financial Planners (ICFP) from 1987 to 1997, serving as the National President in 1996 and Chairman in 1997. During the Presidential & Chair years of service to his profession, he traveled to numerous cities speaking to ICFP Societies, which further validated the Fiduciary decision to strive for the client-centric business model of Fee Only. This decision to serve as a Fiduciary to clients continues to this day.
John is a past President of the Fresno Estate Planning Council, the Fresno State Baseball Dugout Club, as well as the Treasurer for his church, New Hope Community of Clovis, CA. In addition, numerous college alumni association positions and local charitable foundation boards.
John and his wife Allie spend as much time as possible with their daughter Laura, her husband Guy and two beautiful granddaughters, Mackenzie and Aspen.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Fee Only RIA
Considerations: or Net Worth Fee Pricing, depending on what is most appropriate for each individual client.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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