John E. Meinert, CEPA^®, AAMS^® has 28 years of experience as a Financial Advisor and is based in Southern California.

We get to know you, the people and things you care about, and what you want to acheive.  We then help you translate these things into financial goals and strategies.

Unless you have the time, talent, training and temperament to “go it on your own” you should give yourself and the people who count on you every possible advantage!

Stick with quality, spread the risk, think long-term, keep it simpler, listen to your "coach" - these are time tested tenets of a good investment philosophy.

We talk first, get to know you and let you get to know us!  We take our time, make a plan based on your goals and put it in place.  Then we help you stick with it!

The fee-based Advisory relationship allows us to put your interests first at all times, minimize conflicts of interest and maximize investment process discipline.