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, while 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 (held through LPL Financial)
Series 7 - General Securities Representative
Series 65 - Investment Advisor
Series 63 – Uniform State Law
CA Insurance # 0E61821