John Metzger, CFP^®, AEP^®

John came to San Diego over 30 years ago after receiving his Economics degree from the College of William & Mary in Virginia, where he played on the William & Mary men's soccer team. He spent several years as Vice President at Fidelity Investments as a Senior Account Executive and then as Vice President at JP Morgan Chase as a Private Client Advisor, specializing in complex financial planning for high net worth and ultra-high net worth clients. John has a background in business development for small businesses and has helped partners form and develop multiple C-Corps, S-Corps and LLC's across different industries and is well-versed on the financial needs of business owners and their families.

John acts as a fiduciary and is a CERTIFIED FINANCIAL PLANNER^®, AEP^®, and is a member of Mensa International. He has held the Series 7, 63, 66 securities industry designations as well as California Life and Health insurance licenses. Of particular interest for John is forming lasting relationships with clients and their families, acting as a loyal advocate, and educating them on ways to both protect and grow their assets.

John and his wife, Lissa, live in South Park, San Diego. They have a daughter who attends UCLA and a son still in high school. John has coached both of their soccer teams in the local community, where he currently serves on the Board. The family enjoys surfing together along with many other outdoor activities.