John Choi, Msfs, Cfp® Email & Phone Number

John Choi, President of Epiphany Capital, is committed to providing a team-based, solutions-oriented approach to wealth planning, investment management, and insurance guidance. Since 1993, he has helped a number of families, business owners, executives, and specialized physicians achieve financial clarity and peace of mind.As part of his unique process, he helps his clients clarify their true wealth, provides direction to make wise choices with their wealth, and instills the confidence to create a sustainable journey toward success. He is a strong proponent of educational workshops to help clients become smarter consumers of financial products and services. John also guides his clients through a formal yet customized process to produce a plan that aligns with their values. His services include investment risk management through asset allocation, insurance needs analysis, stock option planning, estate planning, charitable gifting strategies, and legacy planning.John is a graduate of the National Institute for Estate Planners and holds the professional designation of Graduate Estate Planning Consultant (GEPC). In addition, he has authored several articles, including “A Brief Overview of Employee Stock Options”, “A Five-Step Approach to Repairing Your Portfolio”, and “Five Questions Every Investor Must Ask Their Advisor”.Epiphany Capital is unique in that they strategically combine Free Market Investing principles with Behavioral Investment Coaching. They firmly believe that markets are efficient and unpredictable and therefore stock (bond, mutual fund) selection and market timing are a fool’s errand. They utilize passively managed portfolios which are scientifically and academically engineered to extract every basis point of return for the particular level of risk taken. The foundation of these portfolios are rooted in academia and Nobel Prize winning concept of Economics.

Listed skills include Investment Strategist, Estate Planning, Financial Advisor, Assets, and 14 others.