John Schooler, CFP®, ChFC®, CFS®

Senior Vice President – Investments
(858) 397-5652

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

John began his career in 1993. By guiding his clients through a discovery process tailored to uncover their unique goals and risk tolerance, John helps clients explore what is important about money to them. In 2010, he partnered with John Page to bring their individual talents and expertise to serve clients.

Specialties: Personalized and Disciplined Wealth Management, Financial Planning and Assisting Corporate Executives with Executive Benefit Plans, Advanced Estate Planning.

CFP® (Certified Financial Planner)

ChFC® (Certified Financial Consultant)

CFS® (Certified Funds Specialist)

California Life and Health Insurance License

To learn more about how my partner, John Page, and I may impact your financial future, visit our website at