After 20+ years working for several large investment firms, John Heldman founded Triad Investment Management in 2008 to provide a higher level of personalized service to his loyal clients, with the freedom to avoid “one size fits all" solutions and the ability to customize services to fit client desires, personal financial needs and lifestyle goals.

John believes every client represents a unique person who deserves tailored financial plans that meet their specific situation.  Triad is not making widgets; it’s making ideal lifestyles for clients.

John’s longtime partner, Dave Hutchison, has been a valuable addition since joining Triad in 2013.Triad’s fabulous Operations Manager, Marisa Pickar, joined the firm in 2015 and has ensured a consistent and high level of client service ever since.

John has a degree in Finance and an MBA from California State University, Long Beach.  He is also a Chartered Financial Analyst and member of the CFA Institute and the CFA Society, Orange County.

John’s hobbies include racing his Porsche Cup Car in club events, golf (still learning), traveling, racquetball, skiing, biking, and reading.

John has been married tohis fantastic wife, Tonina for 38 years. They have two children: Mathew, who is married to Jessica, and 2 grandchildren Remi and Zoe; and daughter Alyssa and her husband Cameron. John and Tonina enjoy visiting their family as often as possible, especially now that they are grandparents.

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