Johnpaul provides comprehensive wealth management services including financial, retirement and educational planning, life insurance services and investment management. He works locally with clients throughout the San Francisco Bay Area. His extensive resources include Stanford Federal Credit Union and LPL Financial. These relationships allow him to develop strategies that are tailored to the clients’ unique situations, with the intention of delivering a high level of personalized service. Johnpaul joined Stanford Federal Investment Services in 2012. He is located at Stanford FCU’s Pampas Lane Branch, but is available by appointment in all other locations.
FINRA/Securities and Registrations
Series 7: General Securities Representative*
Series 65: Uniform Investment Advisor Law**
Series 63: Uniform Securities Agent State Law*
CA Insurance License: #0E61821
* Held through LPL Financial
** Held through Mariner Independent Advisor Network