John Heldman, CFA

Partner & Financial Adviser

After 20+ years with major investment firms, I founded my own boutique firm in 2008 to provide fee-based fiduciary investment and financial planning. I’m a CFA charterholder with a Finance degree and MBA from CSU Long Beach.

jheldman@triadim.com
(949) 294-9803
Work With John

After 20+ years working for large investment firms, including Bank of America, Scudder Investments, Deutsche Bank, and Neuberger Berman, I desired to set up a smaller boutique firm offering fee-based fiduciary investment and financial planning services to individuals.  In March 2008 that dream was realized. My partner Dave Hutchison joined in 2013, and our operations manager Marisa Pickar came aboard in 2015.

I obtained my Bachelor of Science degree in Finance and an MBA from California State University, Long Beach. I’m also a CFA charterholder, a member of CFA Institute, and CFA Society Orange County.

I’ve been married to my beautiful wife Tonina for 37 years. We have two fantastic children: our son Mathew (wife Jessica, granddaughter Remi), and our daughter Alyssa (husband Cameron).  I enjoy a variety of activities, including traveling, amateur car racing, mountain biking, golf, racquetball, skiing, and lots of reading.

No Cost. No Pressure. Just Clarity.

Book Your Free Assessment

Start with a pressure-free conversation about your goals, your plan, and what’s next. We’ll listen, offer perspective, and help you see your path forward with confidence.

Could We Be a Fit?
Family relaxing on a couch

Guiding clients with strategic investment management and holistic planning, grounded in trust, integrity, and long-term partnership.

Triad is based in Orange County, California.

Quick Links

Home
About Us
Services
Free Assessment

Resources

Blog
Contact

Get The Latest Updates

When markets move, we help you make sense of it—through clear, timely updates from our team.

By subscribing you agree to receive our emails & communication.
Thank you! You should receive an email shortly!
Oops! Something went wrong.
© 2026 Triad Investment Management. All rights reserved.
Privacy Policy
Designed by

Triad Investment Management, LLC is a registered investment adviser with the State of California Department of Financial Protection and Innovation (DFPI) and may be registered or notice filed in various other states, as required by law. Triad Investment Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Triad Investment Management, LLC and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Triad Investment Management, LLC is in no way affiliated with Triad Advisers, Triad Financial or other similarly named firms.