PARTNER
John Whiting is a partner with Moss Adams Wealth Advisors, advising business owners and high net worth individuals in the creation of highly personalized financial plans and comprehensive wealth strategies. Having spent over 20 years in financial services and wealth management, he incorporates this knowledge base and expertise to provide a truly holistic approach to helping his clients.
John works closely with business owners in laying out the necessary steps toward transition from active management of their company to successful financial independence. He works with individuals and families to create plans that give context to the financial decisions and investments they make. As part of the wealth management process, John provides investment consulting, insurance management, estate planning and education planning.
COMMUNITY AND PROGESSIONAL ACCOMPLISHMENTS
- Member, Moss Adams Wealth Advisors’ Personal Financial Planning technical discipline group
- Board Member, Wells Fargo Center of the Arts
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM
- AIF®, Accredited Investment Fiduciary
- Member, National Financial Planning Association
- Member, FPA of San Francisco
- FINRA/NASAA, Series 7 and 65 licensed
- Life Insurance licensed
EDUCATION
- Bachelor of Science, Business Administration, Finance and Economics, California State University, Humboldt
- Graduate, Certified Financial Planning, Metropolitan State University
- Graduate, Center for Fiduciary Studies