John Heldman, CFA
With over 20 years of experience at major investment firms including Bank of America, Deutsche Bank, and Neuberger Berman, I founded a boutique advisory firm in 2008 focused on fee-based fiduciary investment management and financial planning. I hold a BS in Finance and an MBA from Cal State Long Beach and am a CFA charterholder. I’ve been married to my wife, Tonina, for 37 years, have two grown children and a granddaughter, and enjoy traveling, racing cars, outdoor sports, and reading.
After more than 20 years with leading investment firms such as Bank of America, Scudder Investments, Deutsche Bank, and Neuberger Berman, I set out to create a boutique firm dedicated to providing fee-based fiduciary investment management and comprehensive financial planning for individuals. That vision became a reality in March 2008. My partner, Dave Hutchison, joined the firm in 2013, followed by our operations manager, Marisa Pickar, in 2015.
I hold a Bachelor of Science in Finance and an MBA from California State University, Long Beach. I am also a CFA charterholder and an active member of both the CFA Institute and CFA Society Orange County.
I have been happily married to my wife, Tonina, for 37 years. We are proud parents of two wonderful children: our son Mathew (wife Jessica, granddaughter Remi) and our daughter Alyssa (husband Cameron). Outside of work, I enjoy traveling, amateur car racing, mountain biking, golf, racquetball, skiing, and reading.
Blogs From This Author
Browse a collection of in-depth blogs from this author, where complex financial concepts are made simple and actionable. From planning for long-term goals to navigating market changes, these articles are designed to help you make confident, informed choices about your money and your future.
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