Welcome!
We are excited to announce that Sawtelle Financial is now NVC Wealth.
If you have any questions about this process, please don’t hesitate to give us a call and talk with one of our trusted advisors.
John has served in the financial services industry since 1994. Prior to joining NVC Wealth John worked at Cypress Wealth Advisors in San Antonio where he was responsible for business development and financial planning. Previously he was a financial advisor with L.J. Altfest & Co., Inc. in New York City, where he managed over $250 million for high net worth clients around the world. In addition, he served as a member of the firm’s investment committee and led the firm’s bond trading operations. He spent six years working at TD Ameritrade in both Houston, Texas, and New York City. He has been quoted in several publications and has worked with both the national and local media having contributed to articles in Money Magazine as well as the San Antonio Express News. Jonn has been selected as a Five Star Wealth Manager by readers of Texas Monthly for multiple years.
John earned a BA in Economics from The University of Texas at Austin. He holds a Series 66 securities license and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has previously held FINRA series 7, 8, and 24 licenses.