John Luciano, CFA

Chief Compliance Officer & Chief Financial Officer

John has over 20 years of experience in Investment and Portfolio Management. He earned his B.S. in Business Administration with an emphasis in Corporate Finance from California State University, Fullerton. He completed his Personal Financial Planning (PFP) Certificate from University of California, Irvine and acquired his Chartered Financial Analyst (CFA) designation. In addition, he is a former high school track coach and continues to serve the community coaching basketball and other youth events. He also participates in local charities including the United Way and the YMCA of Orange County.