John Page, CFP®, ChFC® RICP®

Senior Vice President-Investments
(858) 204-5632

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

2020 Five Star Wealth Manager Award Recipient


After 25 years at Hewlett Packard developing and managing technology and international business relationships for new and global markets, John retired to pursue a second career centered on his life-long passion for financial and investment planning. In 2010, he and John Schooler formed a financial advisor partnership to bring their individual talents and expertise together in the service of clients.

John is a licensed Investment Advisor in California, and multiple other states.

Specialties: Wealth Management, Tax Efficient Investing, Financial Planning, Retirement Income Planning, Advanced Estate Planning

John is committed to family and community. He actively participated with his daughter in the YMCA Adventure Program for dads and daughters for 10 years, leading their Trailmate program for 3 years. He is a founding member of the Del Mar – Solana Beach Lions Club and 501(c)(3) Foundation and has been the treasurer since its inception in 2010. John is an active supporter of challenged athletes by helping them enhance their lives through participating in sports. John is an avid cyclist.

To learn more about how they may impact your financial future, visit their website at