John’s past experience includes being licensed with the Securities and Exchange Commission (SEC), member of the NASD in the State of Washington as a Securities Dealer, and as a Real Estate Broker. He currently advises banks and mortgage companies on the use of the Home Equity Conversion Mortgage (HECM).
John is a public speaker, and an author of articles regarding financial planning. John prefers to limit his clients to seniors (his peers). He is a charter member of the “Alliance for Retired Americans”, and a member of the “National Council of Senior Citizens”, and the “Puget Sound Alliance for Retired Americans”. John is currently enrolled in The College of Financial Planning, pursuing the designation of Chartered Retirement Planning Counselor (CRPC). John is a veteran of World War II and a graduate of Seattle University with a Bachelor’s Degree.
The overriding objective for many retirees is to maintain cash flow throughout their retirement years, to avoid “running out of money” in their later years. Cash flow survival is the central theme. HECM is a strategic financial tool to fill that need. John is on a mission to raise public awareness for HECM as part of a solid retirement plan.
John has been married for 65 years and enjoys reading, researching economics, playing computerized chess. He also enjoys spending time with his wife, 3 children, 6 grandchildren and 2 great grandchildren.