John serves as a Senior Financial Advisor with Keystone Private Wealth.  John has over a decade of experience working with private wealth clients and was responsible for managing client assets while at Fidelity Investments and subsequently Strategic Wealth Advisors Group. Prior to Fidelity, John worked with financial institutions, including JPMorgan Chase Bank.
 
John is excited to continue serving his private wealth clients and joins us in recommending the services of Charles Schwab & Co. for custodial services.
 
John has deep roots in the Coachella Valley and is following in a family tradition as his father continues to serve clients as an active financial advisor. John calls the Coachella Valley home alongside his wife, Violet, and two sons Rowyn and Orion. When away from the office, you can find John giving back to the community and volunteering as a coach for youth sports.

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  JP@KeystonePW.com
• 760-567-7987