Kingsview’s newest Partner John Lubell has joined the firm as of February 21st, 2019. After earning his MBA, John began his now 20+ year financial career at Merrill Lynch, most recently advising clients at Wells Fargo out of their Santa Cruz, California branch where he managed over $120m in assets.
John’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified advisor partner who will carry on the firm’s mission to Elevate the Standard of Care.
At the new office in Soquel, John will continue to deliver measured and personalized advice to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.
“Kingsview is extremely excited to welcome John as a partner to our firm,” noted Chief Operating Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. John’s down to earth approach that puts the interest of clients first will continue to advance our desire to transform the industry.”
Kingsview’s Soquel, CA office can be found at 2901 Park Ave, Suite B2 and can be reached at (831) 200-1205. To read more on John’s background click here.