Broker Check

Transition & Thrive™: Wealth Management for Professionals in Transition

Meet Our CEO and Founder, John Stokes

Meet Our CEO and Founder, John Stokes

John is an accomplished speaker and educator, known for his insightful Transition & Thrive™ webinars that cater to corporate professionals navigating significant life-changing events. Drawing upon his deep passion and unwavering commitment to assisting others, he established John Stokes Financial in 2004. Since its inception, John and his dedicated team have focused on providing specialized support to professionals in various career transitions.

For over two decades, John Stokes Financial has been providing financial education on benefits and options, consulting, and planning services for corporate professionals experiencing a career transition.

Uniquely Qualified To Serve Those Experiencing Job Losses

Uniquely Qualified To Serve Those Experiencing Job Losses

As the trusted financial services firm by some of the leading outplacement agencies nationwide, we have been providing unparalleled support to individuals in career transitions for several decades. Our extensive experience includes delivering thousands of educational workshops and collaborating closely with the State of California's unemployment transition team to offer comprehensive education on available benefits and options.

Job Transition Consulting

Job Transition Consulting

Helping you explore options and benefits available in your transition including unemployment insurance, health insurance, mortgage relief* and other available benefits. 

Learn more
Wealth Management

Wealth Management

Providing comprehensive & customized wealth management services for individuals and families.

Learn more

Contact Us

Thank you!
Oops!