"Wealth Management for Transitioning Professionals"


San Francisco Office

San Diego Office

Manhattan Beach Office


Irvine Headquarters

2030 Main St., Suite 1300
Irvine, CA 92614
(949) 477-1245

From Boats to Brokers: A History of the Stock Market Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market


John Stokes Financial is a wealth management firm focusing on corporate professionals in transition. We are a nationally recognized firm, with over 500 corporations having sought our advice, services, and experience. A large number of America's leading corporate professionals are clients of John Stokes Financial.

You go through many transitions in life- starting a family, planning for retirement, career changes. Wealth management is more than just investment advice; it encompasses all parts of a person's financial life. As a wealth management firm we provide a comprehensive approach to help you thrive during your transition. We take all aspects of your life into account and guide you through taking care of today and planning for tomorrow. Our team believes THRIVE is more than money ... it's peace of mind.

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?


Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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