John Schlatter Email & Phone Number

John Schlatter, the youngest of 7 children and a New York native, has always understood the true meaning & importance of family & all that it takes to work together in both the good times & the bad. For this reason, choosing to lead a career in wealth planning was an easy decision for him when he graduated with honors from San Diego State with a degree in Economics. For over 27 years, he has helped families grow, enjoy and protect their wealth.The first time he helped a family settle an estate was when he realized that being a great financial planner goes far beyond just being highly educated in various disciplines. He recognizes that it is about using that expertise wisely, with integrity, & in a way that ensures his clients that he will follow through on every commitment, detail & promise made to them. Good planning helps the right choices reveal themselves.What distinguishes John from other advisors in the wealth planning industry is his ability to delve into & clearly explain extremely complex wealth transfer techniques as well as wealth management strategies. Typically, a client will have several different advisors that provide these services. However, his background allows him the capacity to consult at all levels regarding these 2 disciplines. In addition, he focuses on each family & each plan with the knowledge that someday the plan will come to fruition, which will be an emotional time for the family & its long standing advisors.John & Bea reside in Manhattan Beach, CA with their 5 children. He is actively involved in his church, American Martyrs, and various charitable organizations including Children’s Hospital of Orange and Los Angeles Counties.

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  San Diego State University-California State University

  Honors