John Peralta, CFP®
John joined the firm in 1995 after working for several years as a broker for Lehman Brothers and Merrill Lynch. He became a partner in 2001. John currently balances his time between financial planning and portfolio management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), holds life and disability insurance licenses and is a member of the Financial Planning Association. He earned a BS in finance, banking and real estate from San Francisco State University.