Understanding the Basics of Financial Wellness + Retirement Planning
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John has intimate knowledge about the importance of overall wellness, both physical and mental, having been an MLB catcher with the Arizona Diamondbacks and Los Angeles Angels of Anaheim. Through his transition from baseball to life after baseball, John understands the importance of also having financial wellness; a comprehensive financial plan in place. Having this understand has led him to dedicate a portion of his practice to helping companies and human resource groups provide financial education to their employees.
The PCRG Financial Wellness guiding principle is: We strive to be an impactful resource to employers bringing work | life balance through educational workshops aimed at reducing the financial stresses that plague employees, thus creating overall health and financial wellness and, in turn, an enriched culture and productive workplace. John has successfully passed his Series 7 & Series 66 exams; and holds his Arizona State Life and Disability Insurance license. He graduated from Stanford University with a Bachelor’s degree in Economics. John remains active in the Stanford community through his involvement in the Stanford Alumni Association. When he isn’t working, John enjoys a number of different activities including sports, hiking, going to DBacks games, and spending quality time with his wife and two daughters.
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Securities and Investment Advisory Services are offered through Royal Alliance Associates, Inc., a registered investment adviser, member FINRA/SIPC. Kurt Jonson offers additional Financial Planning Services though, Advisory Resource Group, LLC, a Registered Investment Advisor. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not offer tax or legal advice.
The financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Georgia, Washington, and Florida.
Nuuaria is not affiliated with Royal Alliance Associates, Inc.
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