John Mann

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

John Mann is a financial consultant based in Newport Beach, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, John gains a thorough understanding of each client's situation, time horizon, and risk tolerance. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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