JP is a Managing Director at One Capital Management in Newport Beach. For more than 20 years, he has been providing comprehensive financial planning and investment management for high-net-worth individuals and families. Prior to One Capital, he advised private clients at TIAA and Merrill Lynch/Bank of America in both private and business banking.

He holds a Bachelor of Arts in Sociology and a Personal Financial Planning Certificate from the University of California, Irvine. JP is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®), a Certified Trust and Fiduciary Advisor (CTFA), and a member of the Financial Planning Association of Orange County. He lives in Brea, California, with his wife, Jennifer, and their two children.