Meet the Team

John Stokes

Chief Executive Officer and Founder

(949) 477-1245

(949) 260-9183

Brandon Morenz, BFA™, AAMS®

Financial Advisor & Director of Financial Strategies

(949) 477-1245

(949) 260-9183

brandon@johnstokesfinancial.com

Nicole Fajardo

Operations & Client Relations Manager

(949) 477-1245

(949) 260-9183

nicole@johnstokesfinancial.com

Rick Friend, CFP®, ChFC®

Certified Financial Planner™ Practitioner

(949) 477-1245

(949) 260-9183

rick@johnstokesfinancial.com

Tom Krebs, CRPC®

Financial Advisor

(949) 477-1245

(949) 260-9183

tom@johnstokesfinancial.com

Alain Brito, BFA™

Financial Advisor

(949) 477-1245

(949) 260-9183

alain@johnstokesfinancial.com

Rob Davies

Financial Advisor

(949) 477-1245

(949) 260-9183

robert@johnstokesfinancial.com

Reese Roberts

Financial Advisor

(949) 477-1245

(949) 260-9183

reese@johnstokesfinancial.com

Stefan Gronvold

Financial Advisor

(424) 456-3039

(949) 260-9183

stefan@johnstokesfinancial.com

Nikko Stokes

Client Service Specialist

949-477-1245

949-260-9183

nikko@johnstokesfinancial.com

Scott Marcoe

Paraplanner

949-477-1245

(949) 260-9183

scott@johnstokesfinancial.com

Daisy Hong

Client Service Specialist

949-477-1245

949-260-9183

daisy@johnstokesfinancial.com