JP joined One Capital Management in our Newport Beach office after serving as a Wealth Management Advisor at TIAA.  At TIAA he provided comprehensive financial planning and investment advice to private clients and their families.  Prior to TIAA, JP was a Senior Vice President at Merrill Lynch/Bank of America in the private banking and wealth management groups after serving in Bank of America’s business banking unit.  He earned a Bachelor of Arts degree in Sociology and Personal Financial Planning Certification from the University of California at Irvine.  JP is a CFP® practitioner and a member of the Financial Planning Association of Orange County.  He lives in Brea, California with his wife, Jennifer, and their two children.