John Scambray

John Scambray

Co-Founder, CEO, CIO

John began his career more than 25 years ago as a financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his team's and client’s financial lives. John is very focused when it comes to being a role model for his advisors and is extremely passionate about creating investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and is in the process of completing a double Master of Science degree in Economics and Finance in his continued effort to help his clients reach their desired overall objectives. 

Phone 925-989-6157
Mobile Phone 925-989-6157