John Stokes is the creator of Transition & ThriveSM, an accomplished speaker, and a seasoned financial executive with over 20 years of experience in his field. With his extensive knowledge and expertise, John has helped numerous individuals successfully transition through various life stages while preserving and growing their wealth. He is passionate about empowering his clients and ensuring that their financial plans align with their unique goals and aspirations.
John's personalized approach to wealth management sets him apart. He takes the time to understand your individual circumstances, objectives, and concerns. By building a strong relationship based on trust and open communication, John offers tailored strategies and sound advice to help you make informed financial decisions.
John is licensed Series 66 and 7, he is also investment advisory licensed in all 50 states. John is currently attending the American College of Financial Services to obtain the Chartered Financial Consultant certification. He maintains active membership in the Financial Services Institute and remains up to date on the latest regulatory changes in the financial industry, leveraging this knowledge to enhance the firm's client service model. Notably, John has been featured in the OC Register and as a guest speaker on Kitces's Financial Advisor Success Podcast, and the Balanced Growth Show with Dr. Travis Parry.
Beyond his professional endeavors, John is passionate about giving back to the community. He previously owned a professional development soccer team that helped players advance their skills for collegiate and professional levels. Additionally, he dedicates time to speaking at youth organizations, sharing his personal story and offering guidance to inspire others that a better life is attainable, regardless of their background. He considers his role as a mentor to be one of his greatest accomplishments, extending his guidance not only to his employees but also to his children. John, his wife Miki, and their two sons live in Southern California with their two dogs and two rabbits. The Stokes Family actively participate in animal philanthropy initiatives as well as National Parks protection.
With his wealth of experience, commitment to personal growth, and dedication to serving others, John is a trusted source of inspiration for individuals navigating transitions and seeking a more secure financial future.
Chief Executive Officer and Founder
Certified Financial Planner™ Practitioner
Operations & Client Relations Manager
Client Services Coordinator
Client Service Specialist