Hi! I’m John and I believe there’s a better, brighter tomorrow for anyone who’s willing to embrace it.
I’m convinced that our time, talent, and resources need to be directed toward making a better world for ourselves, for our family, and for our community at large. Being rich is fine, but actively engaging wealth is even better!
With the middle-class being squeezed, a growing wealth divide, and nearly 70% of all Americans living paycheck-to-paycheck, it is really difficult to think about that better future. This is where we come in. Our focus is to help you build wealth, protect your assets, and plan for your future so that you can retire early and give back to your community.
With Wealth Building Ideas, we publish great articles on everything from Insurance and Financial Planning to Real Estate. It is guaranteed to always be informative. Meanwhile, our courses are designed to educate you on how to be a better investor. Finally, our exclusive Summerland Alerts take a unique approach to providing you with signals on when you should be in and out of the market. All of our services are affordable and actionable.
And for a very limited time, you have a unique opportunity to become a member here at Summerland Associates at a special, deeply discounted rate. We’ve set up an Early Adopter discount and it offers a HUGE savings of more than 80% off our standard rate!
John has been working in and around financial services for more than 20 years. His career began in banking where, among under things, he managed the bank’s overnight investments with the Federal Reserve.
Later, his consulting business helped Union Bank of San Diego launch the first self-managed 401(k) program of its kind. John worked with the then nation’s leading middle-market Merger & Acquisition firm The Geneva Companies helping them refine and enhance their outreach activities to business owners. Clients also included MFS as well as several regional credit unions.
While Series 7, 63, and Insurance licensed, John worked for a major national brokerage. He enjoyed helping customers manage and protect their substantial portfolios but became disenchanted with the pressure to sell customers financial products they didn’t need. After a lot of soul-searching, John left the firm.
Over the last 10 years John has written and published articles privately for a network of more than 500 financial service firms. During this time he refined his investment theories into a series of practical methods that were utilized by a private investment fund. These techniques accurately called the stock market meltdown of 2008 and helped the fund’s investors shield their assets from the greatest risk. John exclusively owns the underlying methodologies and has been free to continue to develop them. They now drive the Summerland Alerts System.
