John Lococo Email & Phone Number

I work with business owners and individuals to create and implement strategies that grow, preserve and retain value/wealth generated through their work. This includes business succession, pension planning (401k, etc.), estate planning, wealth development and asset protection. People work with me because of my commitment and passion for creating value for their concerns for financial security and well-being both personally and professionally.What that means is I provide you a process that identifies and clarifies those issues that are most important to you and then design those solutions, strategies and support that best address those issues.The benefit of working with me is the Peace of Mind, satisfaction and confidence that you will have knowing that a plan in place that takes care of you and those you care about. Securities and Advisory Services offered through American Investors CompanyMember FINRA/SIPC, Registered Investment AdvisorThe opinions expressed in any posted materials on this LinkedIn site represent the personal views of the author(s) and do not necessarily represent the opinions of FSWA and/or AIC. FSWA and AIC are not responsible for any third-party content that is posted through this web site. Investments involve the risk of loss. Past performance and asset allocation are no guarantee of future returns. Consult your investment advisor before making any investment decisions.

Listed skills include Retirement Planning, Public Speaking, Life Insurance, Wealth Management, and 11 others.

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  Executive Financial Wealth Advisor

  First Street Wealth Advisors

  Jul 2001 - Present - San Jose, Ca

  People work with me because of my passion and commitment to serving as a valuable resource for their financial security. What this means is that I bring you a caring, professional team approach to: • Understanding what it is you care about,• Creating those financial strategies that are in alignment with those cares and • Providing you support that enables those strategies to be effective from an ethical, fiduciary and financial perspective. The real benefit of working with me is the clarity, confidence, satisfaction and “Peace of Mind” you will have knowing that there is a real plan in place that protects you and those you care about.Securities and Advisory Services offered through American Investors Company Member FINRA/SIPC, Registered Investment Advisor