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About Us

At John Stokes Financial, our team is here to provide more than financial advice—we’re here to be partners in your journey. We combine professional expertise with a personal touch, taking the time to understand what truly matters to you and your family. Together, we work to simplify the complex, bring clarity to your financial picture, and build lasting relationships based on trust and care.

Rick Friend, CFP®, ChFC®

Certified Financial Planner™ Practitioner

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Jake Boberg, FPQP®

Associate Financial Advisor

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Nicole Fajardo

Operations Manager

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Daisy Hong

Client Services Coordinator

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Trisha Lee, FPQP®

Client Service Specialist

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