Managing Director–Wealth Management
Financial Advisor
John leads the Redwood Crest Wealth Management team, bringing more than two decades of investment and wealth management experience to his work with affluent individuals, families, and business owners. He takes a holistic approach to financial planning, aligning investment strategies with each client’s financial goals, family priorities, and long-term legacy objectives. His team ideals are grounded in trust, personalized service, and enduring relationships that often span generations.
Through a consultative, goals-based approach, John takes the time to understand each client’s circumstances, concerns, and aspirations. He develops tailored strategies across investment management, retirement planning, wealth preservation, and legacy planning, helping clients navigate complex financial decisions with clarity and confidence.
A Bay Area native, John earned a Bachelor of Science degree from Santa Clara University. He lives in Silicon Valley with his wife and two sons. Outside of work, he enjoys traveling, spending time outdoors with his family, and coaching his sons.
Managing Director–Wealth Management
Financial Advisor
John leads the Redwood Crest Wealth Management team, bringing more than two decades of investment and wealth management experience to his work with affluent individuals, families, and business owners. He takes a holistic approach to financial planning, aligning investment strategies with each client’s financial goals, family priorities, and long-term legacy objectives. His team ideals are grounded in trust, personalized service, and enduring relationships that often span generations.
Through a consultative, goals-based approach, John takes the time to understand each client’s circumstances, concerns, and aspirations. He develops tailored strategies across investment management, retirement planning, wealth preservation, and legacy planning, helping clients navigate complex financial decisions with clarity and confidence.
A Bay Area native, John earned a Bachelor of Science degree from Santa Clara University. He lives in Silicon Valley with his wife and two sons. Outside of work, he enjoys traveling, spending time outdoors with his family, and coaching his sons.
First Vice President–Wealth Management
Financial Advisor
Jimmy has been helping individuals, families, and business owners pursue their financial goals since entering the financial services industry in 2004. He believes that successful wealth management begins with understanding what matters most to each client and building trusted relationships that evolve through every stage of life.
Through a consultative, goals-based approach, Jimmy takes the time to understand his clients' priorities, concerns, and aspirations before developing personalized investment and wealth management strategies. He works closely with working professionals, retirees, business owners, and multigenerational families to create plans aligned with their objectives, risk tolerance, and long‑term vision.
Leveraging the firm’s extensive research, investment resources, and wealth planning capabilities, Jimmy helps clients navigate complex financial decisions with clarity and confidence. Through thoughtful guidance and disciplined portfolio management, he strives to help clients build, preserve, and transfer wealth while staying focused on the outcomes that matter most.
A graduate of San Jose State University, Jimmy earned a Bachelor of Science in Business Marketing. A Bay Area native, he comes from a family of restaurateurs, where he learned the importance of hard work, exceptional service, and building lasting relationships. These values continue to shape his commitment to providing a high level of personalized attention and care to every client he serves. Outside the office, Jimmy enjoys cooking and spending quality time with family and friends—continuing the traditions that have always grounded him.
First Vice President–Wealth Management
Financial Advisor
Jimmy has been helping individuals, families, and business owners pursue their financial goals since entering the financial services industry in 2004. He believes that successful wealth management begins with understanding what matters most to each client and building trusted relationships that evolve through every stage of life.
Through a consultative, goals-based approach, Jimmy takes the time to understand his clients' priorities, concerns, and aspirations before developing personalized investment and wealth management strategies. He works closely with working professionals, retirees, business owners, and multigenerational families to create plans aligned with their objectives, risk tolerance, and long‑term vision.
Leveraging the firm’s extensive research, investment resources, and wealth planning capabilities, Jimmy helps clients navigate complex financial decisions with clarity and confidence. Through thoughtful guidance and disciplined portfolio management, he strives to help clients build, preserve, and transfer wealth while staying focused on the outcomes that matter most.
A graduate of San Jose State University, Jimmy earned a Bachelor of Science in Business Marketing. A Bay Area native, he comes from a family of restaurateurs, where he learned the importance of hard work, exceptional service, and building lasting relationships. These values continue to shape his commitment to providing a high level of personalized attention and care to every client he serves. Outside the office, Jimmy enjoys cooking and spending quality time with family and friends—continuing the traditions that have always grounded him.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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