About Us

John Townsend

John Townsend, CFP

Financial Advisor Associate

John Townsend earned a Bachelor of Arts in International Relations with an emphasis in Global Business from the University of Southern California, where he developed a strong interest in global economics, business, and financial planning. With six years of experience in wealth management and the Certified Financial Planner™ (CFP®) designation, he specializes in comprehensive retirement planning for clients.

John is particularly focused on helping public safety professionals maximize their 457(b) deferred compensation plans and create tailored retirement income strategies designed to support their long-term goals and lifestyle needs. John strives to maintain a professional, organized, and detail-oriented approach, as well as a commitment to financial education and personalized guidance.