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Our financial advice team


John R Soward

John R Soward

CFP®, CPA

Private Wealth Advisor

Soward & Associates
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Interests

I enjoy backpacking in the local mountains and our national parks, occasionally chasing bears through the wilderness. I am an avid USC TROJAN FOOTBALL fan. I thoroughly enjoy spending time with my daughter, Gianna, who never ceases to amaze me. Quality time with her usually means a trip to Disneyland or the beach. When it doesn't, we are perfectly content to cook at home and entertain friends and family.

Awards & recognition

  • Ameriprise Circle of Success, 2014-2015 & 2017-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant

Education

  • University of Southern California, B.S. Accounting 1993
  • Mt. San Antonio College, A.A. Liberal Arts 1990

Community participation

Mt. San Antonio Community College Foundation: Board Member, Audit Committee Chair, Finance Committee