Your Financial Compass for Life®



Welcome to John Stokes Financial, a wealth management firm. We take a personal and professional consultative approach to meet the growing and ever changing needs of our clients. Your Financial Compass for Life® is a wealth-management tool used to determine your immediate and long-term financial goals, while enhancing milestones you have already reached.

John Stokes Financial remains visible throughout your journey as you move in the right direction toward a financial future you have envisioned for you and your family. We have the talent and experience you need to address your financial goals. With our advice, you’ll get a custom-built portfolio designed specifically for your needs.


Meet with one of our advisors for a complimentary financial consultation to determine if your needs and our services are a good match. If you live outside California, we would be happy to work with you “virtually” via email, telephone, and web conferences. Simply call or email our office for an appointment.