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.