Insight-based advice

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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John Cowley

Vice President–Wealth Management

Senior Portfolio Manager

John Cowley has worked in the financial services industry since 1996. As a Financial Advisor, he creates personalized retirement plans that act as a client's road map to their financial goals. John meets and talks with clients on an ongoing basis to make certain that their asset allocation reflects any changes life may bring.

John graduated from the California State University of San Bernardino in 1998 with a Bachelor of Arts in Finance. He has furthered his education by achieving the designation of Senior Portfolio Manager.

John enjoys golfing and cooking. He also coaches his children's soccer, baseball and softball teams. John, his wife, Emily, and their two children live in Upland, California.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor of Arts in Finance , California State University of San Bernardino

Credentials

  • Senior Portfolio Manager
One Pointe Drive
Suite 140
Brea, CA 92821
  • (714) 256-5463

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Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

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As of 06/30/2022

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