I help Bay Area investors

to organize their finances,

make informed decisions,

and stay on track.

 

My initial consultation is free.

Please contact me if you are interested.

John

                                                               

Click on the following links to open the following information.

My Branded Process

 

My Branded Process

"Securities offered through Securities America, Inc., a registered broker dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC registered investment advisor, John M Plaza, Representative. John M Plaza is not affiliated with the Securities America Companies."

My Included Services

 

My Included Services:

"Securities offered through Securities America, Inc. a registered broker dealer, Member FINRA/SIPC. Advisory services offered though Securities America Advisors, Inc., an SEC-registered investment advisor, John Plaza, Representative. John M Plaza is not affiliated with Securities America Companies, Ladenburg Thalmann Asset Management or Premier Trust. Securities’ products are not insured or guaranteed and may lose value."