• The Practitioner’s Brief is a free educational resource. It is intended to provide insights on how John thinks about financial markets and various financial planning topics. It is for a wide audience, not for individualized advice.

  • The CFA® is a global professional designation. Per The CFA® Institute:

    Obtaining the CFA® designation demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. To become a charterholder, candidates must

    • Pass all three levels of the CFA Program examinations.

    • Have at least 4,000 hours of qualified work experience, completed in a minimum of 36 months. Qualified hours must be directly related to the investment decision-making process.

    • Provide 2-3 professional references. 

    • Be a member in good standing of CFA Institute.

    • Learn More Here

  • John is a partner and senior advisor at Prime Capital Financial, details about his professional services can be found at Prime Capital Financial San Antonio. Click here for details.

  • A strategy call is a complimentary meeting via zoom or over the phone to discuss your specific situation and to determine if I can help further. Topics can be investment, or financial planning related. Currently, it is free, and there’s no obligation.