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      

 

Higher Calling: John Plaza, Securities America Advisors

by CLS Investments

CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client’s personality, needs, desires, and pressure points when working towards building a successful relationship.

 

WEEKLY MARKET COMMENTARY

                         

 

Please take a couple minutes to view this video about investment history from 1927-2014. Thank you.

https://www.youtube.com/watch?v=CsT8LkPDEzU

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My Branded Process

 

 

 

My Included Services

 

 

 

John M Plaza is a BBB Accredited Financial Consultant in San Jose, CA