Team

Meet the Team

Your financial success is our reward.

We’re passionate about helping you achieve financial success and quality of life! That’s why we’re known for our excellent customer service to guide you through your professional life, transition, or retirement. Whatever your lifestyle or current situation, our Certified Financial Planner, Investment Advisor Representatives, Insurance Agents, Employee Benefits Specialists, and Trust Attorney collaborate to assess your financial needs and create the best possible strategies for you and your family.

John Stokes

Chief Executive Officer and Founder

(949) 477-1245

(949) 260-9183

Raised in a family of 11, John worked at an early age performing various jobs to help support his family financially. By age 14, he was managing a team of 20 employees, an experience that helped shape his leadership skills. In college...

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Rick Friend, CFP®, ChFC®

Executive Director of Financial Planning

(424) 456-3010

(949) 260-9183

[email protected]

Rick is a Certified Financial Planner Practitioner with the John Stokes Financial Team. He has the knowledge needed to assist clients with their financial portfolios and help them meet their long-term financial goals. Rick began his...

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Nicole Fajardo

Client Relations Manager

(949) 477-1245

(949) 260-9183

[email protected]

Nicole heads the Client Relations Department for John Stokes Financial at the Irvine headquarters, over a decade of experience in customer service. Her communication and organizational skills benefit new and existing clients, as well...

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Brandon Morenz, AAMS®

Financial Advisor & Director of Financial Strategies

(415) 590-4935

(949) 260-9183

[email protected]

Brandon Morenz is a Financial Advisor and Director of Investment Strategies for John Stokes Financial. He joined John Stokes Financial in the summer of 2007, right as the bull market was ending and the great recession was getting...
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David Hatch

Financial Advisor

(858) 724-2183

(949) 260-9183

[email protected]

David is a Financial Advisor with John Stokes Financial in our Irvine office. With a decade of wealth-management experience in working with Fortune 500 companies, David brings a depth of knowledge and expertise to the advisory practice...

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Rob Davies

Financial Advisor

(949) 477-1245

(949) 260-9183

[email protected]

Rob Davies is a Financial Advisor with John Stokes Financial. In addition to business development, he assists the executive team in the daily operations of the firm and is responsible for managing new and existing clients. He...

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Reese Roberts

Financial Advisor

(949) 477-1245

(949) 260-9183

[email protected]

Reese is a Financial Advisor with John Stokes Financial. He graduated from California State University at Long Beach with a bachelor’s degree in Finance. While attending college, he worked as a full-time teller at one of...

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Stefan Gronvold

Financial Advisor

(424) 456-3039

(949) 260-9183

[email protected]

Stefan is a Financial Advisor with John Stokes Financial. His passion for providing clients with sound investment and planning strategies makes him a natural fit for the firm. Stefan assists Rick Friend, director of financial planning,...

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Jeff Branson, MBA

Financial Advisor

(415) 590-4935

(949) 260-9183

[email protected]

Jeff is a Financial Advisor in our San Francisco branch. He leads many of our workshops throughout Northern California and believes that with the proper financial planning in place, any individual or business can achieve positive...

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Tom Krebs

Financial Advisor

(949) 477-1245

(949) 260-9183

[email protected]

Tom is a Financial Advisor with John Stokes Financial who emphasizes a holistic approach to wealth management through comprehensive income planning and budget forecasting. Tom earned his bachelor’s degree in Finance from...
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Alain Brito

Client Service Specialist

(949) 477-1245

(949) 260-9183

[email protected]

Alain graduated from California State University, Fullerton with a Bachelor of Arts Degree in Business Administration with an emphasis in Finance. While attending college, Alain started his own e-commerce business where he learned the...

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Nicole Vettraino

Attorney at Law, Estate Planning

Nicole has experience in all aspects of estate planning. For over 10 years she has helped clients plan their estates with revocable trusts, powers or attorney, advance health care directives, and other business, tax, financial, and...
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