John has an extensive business background. For over a decade he has been a trustee, conservator, business operations manager, general manager and agent for large trusts, partnerships, estates. Prior to his fiduciary career, he was in the telecommunications industry for 20-years with various roles from national account sales to vice president and general manager. He was also the primary stock holder and president of a wine distributorship, and the owner of two sole proprietorships.
John specializes in estate financials, management/operations and investment strategies. He is uniquely experienced in large and complex estates.
NOTIFICATION TO CONSUMERS: Professional Fiduciaries are licensed and regulated by
the State of California Department of Consumer Affairs
Professional Fiduciaries Bureau, Tel (916) 574-7340 www.fiduciary.ca.gov