John Gardner, CFP®, ChFC®, RICP®,

Senior Financial Planner

Westlake Village, California

John Gardner is dedicated to empowering his clients by developing comprehensive financial plans intending to instill confidence and help them embrace their financial potential. He is committed to making a positive impact in people's lives, assisting clients in unlocking their financial opportunities.
John has extensive experience in the financial industry, including roles at Northwestern Mutual Wealth Management Company. As an Associate Wealth Management Advisor, he facilitated insurance applications, underwriting processes, and serviced life, disability and long-term care policies. He specialized in constructing financial plans with a focus on risk mitigation. As the Financial Planning Team Lead, he trained advisors and associates in financial plan construction, client onboarding and account servicing.
John holds a Bachelor of Arts in Economics from Pepperdine University and has obtained several professional licenses and certifications, including FINRA Series 7 & Series 66, CA Life & Health Insurance license, and designations as a Certified Financial Planner™, Chartered Financial Consultant™, and Retirement Income Certified Professional™.
Outside of work, John enjoys traveling, hiking and dining at various restaurants with his wife, Fay, whom he married in 2021. They also take pleasure in caring for their cat and exploring new experiences together.