John joined Embarcadero Financial Group in 2013 as a Wealth Advisor. He also sits on EFG's investment committee. Prior to EFG, John worked with Citi Smith Barney as a Financial Advisor in downtown San Francisco. In 2011, he was invited to join a Palo Alto team run by a Barrons' Top 10 Ranked Financial Advisor. He maintained ongoing private client relationship responsibilities including the review of sophisticated strategies for high net worth individuals. As a program coordinator for the Consulting & Corporate Services Team, primary tasking was to develop, analyze & deliver Executive Financial Planning Services to Fortune 500 firms. Smith Barney was acquired and ultimately re-branded as Morgan Stanley Wealth Management. Earlier in his career, John helped run several firms and is familiar with successfully starting, building and selling a business. John earned his M.B.A. from the University of California at Berkeley's Haas School of Business. He earned a B.S. from Georgetown University's School of Foreign Service.