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Johnny Vallejo

Johnny specializes in providing wealth management and financial advising services for business owners and individual clients. His areas of specialty include, advanced tax saving strategies, asset/risk management, estate planning, business succession planning, and retirement planning. Johnny’s mission is to educate his clients and provide the tools necessary to create a secure financial future.

Johnny began working at a young age in Hispanic grocery stores run by his family. Not only was Johnny an integral part of the day-to-day operations at his own store, he was also responsible for advertising, marketing, human resources, purchasing, and customer service at several other locations. Through superior customer service and outstanding management, Johnny’s store consistently outperformed the other locations in sales and profits. Johnny also speaks Spanish fluently. After many years of dreaming of working in financial services, Johnny finally became a full-time financial planner in early 2003. Johnny says, "Working in a small family-owned business that had no personal or business financial planning made me realize how important it is to protect the assets of your family and business."

Johnny was born in Fullerton, CA and was raised in Placentia and Yorba Linda. Johnny resides in Dana Point with his wife, Jody, their daughter Mayaluna, and their dog Scout. They enjoy long walks along the harbor and neighboring beaches.