Prime Capital Financial
Fresno, CA

Hi. We’re Prime Capital Financial.

We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.

We are proud to provide a wide range of solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to help guide you to the financial freedom you need and deserve. Prime Capital Financial is an award-winning, federally registered investment advisor recognized as one of the leading firms in the U.S. Click here to learn more about who we are!

John is the 3rd generation in his family to devote himself to financial services, following in the footsteps of his father and grandfather (with whom he shares the same name!). He believes in family, health, and financial security, and he is passionate about helping people achieve financial independence. Outside of work, John loves spending time with his family, running, Jeep off-roading, and watching college football.

My journey into personal finance didn’t start in a classroom or a boardroom—it started in the Marines. Leading Marines taught me discipline, accountability, and the weight of responsibility for other people’s futures. When I left the service, I realized those same principles were exactly what families needed from someone guiding their finances: honesty, clarity, and someone who shows up when it matters.

I’ve spent 22 years in the financial industry, with the last 12 as a fiduciary advisor representative, committed to one simple idea: people deserve advice that puts them first. Over the years, I’ve sat at countless kitchen tables and conference rooms helping families navigate everything life throws at them—retirement decisions, market stress, career changes, kids with special needs, aging parents, unexpected setbacks, and unexpected opportunities.

I’m a husband and father, and those two roles shape the way I work more than anything. I know what it’s like to think about the future not in spreadsheets, but in real terms—your kids’ dreams, your partner’s security, your own sense of purpose. I’m also a youth hockey coach and an advocate for children with disabilities, which gives me a front-row view into the challenges parents face and the importance of long-term planning for families with unique needs.

My clients will tell you I’m direct, patient, and relentlessly focused on doing what’s right. My job isn’t just to manage money—it’s to help people feel confident, prepared, and empowered to live the life they’re building.

This isn’t just a career for me; it’s service. And I take the responsibility personally.

If you’re looking for guidance grounded in real experience, real values, and real commitment, I’d be honored to help you chart your path forward.

I worked in banking for over 10 years before I made the move to Investments. I have been a Client Service Specialist for 12 years and now have my Series 65 and CRPC designation. I love helping clients and take great pride in knowing that we make a difference in helping people plan for their financial future. In my free time I enjoy hanging out with my family, camping and taking road trips to places I have never seen before.

I am a dedicated client service professional with previous experience in a wealth management environment, where I supported both advisors and clients. My background includes assisting clients with digital servicing issues and collaborating closely with relationship managers and treasury, banking, and brokerage teams to efficiently resolve client issues.

I take great pride in ensuring that every client request is handled accurately, efficiently, and with the utmost care. I am committed to making every client’s financial journey clear, simple, and stress-free, and I look forward to supporting our clients in achieving their goals and life ambitions.

My personal interests include hiking and singing, and I am on a mission to visit all of the U.S. National Parks.