Nicholas John, CFP®
Financial Advisor, Owner
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Nicholas "Nick" John is a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 2005. Nick specializes in comprehensive financial planning, including investment allocation, risk tolerance analysis, investor behavior coaching, retirement income planning, tax-efficient investing, and personal life insurance strategies. He is dedicated to implementing the best thinking and advice for you and your legacy.
Nick is a fourth-generation Californian. He and his wife Erin, a nurse at Hoag Hospital, currently live in Yorba Linda. They married in 2014 and welcomed their first child Charlotte "Charlie" in 2019 and their son Lincoln in 2022.
Education & Affiliations
B.A. College of Business and Economics, Cal State University Fullerton 2005 Certified Financial Planner ™ professional
Securities Licenses: 6, 7, 63, 65
California Insurance License #0E84165
Meet Nicholas...
My family moved to Yorba Linda in the mid-70s. My dad worked his whole life as a plumber, and my mom was an ultrasound technician at Kaiser. Despite having good jobs and a steady income, there were times when we struggled. I think that's what sparked my interest in personal finance at a young age. I began reading books, following the market, and learning what it meant to be wealthy. I knew that money is a tool. It doesn't matter how much money you make; if you don't use the tool correctly, you're not going to build anything concrete. I had my first job at 14, assembling woodwork out of a friend's garage, making $4 an hour. By the time I was a Junior in high school, I was managing a small stock portfolio.
After high school, I attended Cal State Fullerton and graduated in 2005 with a degree in Business Finance. Two weeks after graduation, I joined Woodbury Financial Services, which later became Osaic Wealth, Inc. I survived the first 2 1/2 years and made progress; then, the financial crisis of 2008 hit. Our office of 6 advisors went down to 2. Still, I survived because I kept my expenses low, and I had a wonderful girlfriend, Erin, who had just finished nursing school and started her career as an RN at Hoag Hospital and was willing to support me. Erin and I eventually married, and we welcomed our first baby daughter, Charlotte, in 2019, and our son, Lincoln, in 2022.
During the downturn in 2008, I decided that if I was going to stay in this business, I needed to get better. I got my Certified Financial Planner designation, and I did everything I could to learn from the best advisors who were willing to sacrifice their time teaching the new guy. One of those guys was Mark Weber. He took me under his wing and would meet with me a few times a year. With his help, I slowly and steadily grew my business. In December of 2017, Mark reached out as his firm was growing and he needed some help. He asked me to join his firm, so I merged my practice with his, and we started Weber Wealth Advisors. I continue to learn more every day, and I will never stop trying to get better.
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