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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.

John Stokes

John Stokes, CRPC®, AAMS®, AWMA®, ABFP®

Chief Executive Officer and Founder

Rick Friend

Rick Friend, CFP®, ChFC®

Certified Financial Planner™ Practitioner

Jake Boberg, FPQP®

Jake Boberg, FPQP®

Associate Financial Advisor

Nicole Fajardo

Nicole Fajardo

Operations Manager

Daisy Hong

Daisy Hong

Client Services Coordinator

Alyssa Filippi

Client Service Specialist