John T. Driscoll, CFM
Financial Consultant & President at Driscoll Wealth Management
As a President and Private Wealth Advisor at Driscoll Wealth Management, I am committed to providing my clients the highest level of professionalism and personal service. With over 25 years of experience in the financial industry, I have the expertise and credentials to help executives and professionals achieve their financial goals.
My core competencies include investment planning and management, corporate stock options, restricted stock transactions, and executive compensation. I also have a background in marketing and finance, and a distinguished service record as a USAF veteran. I work with my clients to understand their needs, develop customized planning strategies, and review their progress on an ongoing basis. My mission is to help my clients build and preserve their wealth, reduce their stress, and navigate complex financial situations.
CA Insurance License # 0B72996