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John Almaguer, MBA  AIF®

John Almaguer, MBA  AIF®

Senior Partner

John Almaguer received his Bachelors degree in Business Administration from California Lutheran University in 1986 and Masters of Business Administration from Redlands University in 2001. After graduation, he accepted a commission in the U.S. Army where he rose to the rank of Captain. John started his career as a financial advisor with American Express Financial Advisors in 1993 which led to the creation of his own firm in 2000.

In addition to serving in the U.S. Army, John has always believed in giving back to the community. He has also served as a professor of economics and finance at Mount St. Mary’s College and Woodbury University.

John was appointed as one of the Directors of Los Angeles National Bank and served in that position for six years. A local bank primarily focusing on small to medium size businesses of one to thirty million dollars in annual sales, and the executive, retail and professional community consisting predominantly of business owners and executives, doctors, attorneys, accountants and dentists.

John is dedicated to helping families and individuals develop, implement, and monitor investment plans that will enable them to address their financial goals.