John Reynard III
John is the managing partner of the firm and brings an extensive background in tax, business, estate and trust experience.
John attended Stanford University and graduated with a B.A. in Psychology in 1997. While at Stanford, he played water polo and also had a short stint with the Stanford Band as a saxophone player. It was upon graduating from Stanford that John founded his first company. This company grew from a fledgling idea, to a well-funded start-up and grew up to be acquired by a Fortune 500 company in 2000. It was this initial experience that gave John a front row seat to many of the hurdles and pitfalls of owning and running a business. John went on to found several companies after his initial venture and learned first-hand the importance of competent advisors and professionals.
As a California licensed real estate broker (DRE #01937832), John uses his experience and licenses to provide specific and detailed advice for many different areas and types of investments, estate planning and taxation.
John brings his real life experience, coupled with an extensive academic and professional resume, to each and every client interaction. It is this unique combination which gives clients a perspective that truly provides the empowerment to make educated and carefully thought-out decisions for some of life’s largest choices.