Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
John Balmer
Financial Professional
(949) 612-0274
John is a Registered Representative with Kingswood Capital Partners, LLC and has over two decades of experience, working with both institutional and individual investors on a broad range of investments solutions tailored to reduce taxes and enhance income generation.
For the past 15 years John’s primary focus has been providing individual investors strategies in tax mitigation, retirement income and portfolio management. Prior to becoming an independent financial adviser, John worked within the Global Credit Group at BlackRock. During his tenure at BlackRock, John’s team managed private credit and counterparty risk across all business units.
John spent the early years of his career at Deloitte, and then with a multi-strategy Private Equity Investment firm where he focused on capital allocations to their late-stage venture capital team. John holds Series, 7 & 66 licenses and also holds his California Life and Health Insurance license.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.