Broker Check

Committed to Your Financial Success

John Stokes Financial is a wealth management firm based in California. Our team successfully meets the financial needs of corporate professionals experiencing an employment transition.

Offering Unique Services

We are nationally recognized for our financial expertise and extensive knowledge of state-and-federal benefits for those in transition. Over 500 corporations nationwide have sought our Transition and ThriveTM workshop series and services. Our clientele includes many of America’s leading corporate executives and professionals.

Providing Personal Attention

Our exceptional service begins with getting to know you, your life challenges and goals. Our dedicated team of financial professionals includes Financial Advisors, Certified Financial Planner (CFP), insurance agents, employee benefits specialists, and trust attorney. Together, we will lead you through a comprehensive financial-planning experience by offering financial insights, exploring relevant investment strategies, and ultimately designing your customized portfolio.