John McParlane

Financial Advisor

Independent Franchise Owner Network

Biography

As a Wedbush Securities Independent Financial Advisor, John McParlane is dedicated to serving his clients and providing a consistently high level of service for you and your family throughout your lifetimes. Wedbush Securities and John work as a team to develop and refine the advice through the development of personalized investment strategies. He will always accommodate your preferences and communicate with you at regular intervals to make sure you are on track to meet your financial goals.

Experience matters, with over 35 years in the financial services industry, John is committed to guiding you through every phase of the wealth management process to give you an understanding of how your personal tolerance for risk affects strategies and potential returns. He can help you manage risk by looking at how the various aspects of your financial life work in concert. By establishing a risk allocation framework, he will take all your assets into consideration. With your permission, he may eliminate overlapping investments and rebalance your portfolio to determine an asset allocation strategy designed to achieve your short and long-term investment objectives while conducting ongoing performance monitoring. He will then construct an approach designed to balance expected investment return, risk, capital preservation, and using his experience and knowledge to educate you.

John is a member of the prestigious Wedbush President’s Club for his outstanding contributions to the Wealth Management Division. Born and raised in Buffalo, New York, John has resided in San Diego since 1983. He and his wife Judy have three children Ellie, Jack, and Mary Grace. In his personal life, his hobbies include traveling, golf, hiking, biking, and spending time with family.

PRESIDENTS CLUB

Presidents Club Logo

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

  • Alternative Investments
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Stocks and Bonds
  • Wealth Management

Mission Statement