John Kettmann, CPFA® Senior Financial Advisor, and Managing Director
John is a third generation graduate from Bellarmine College Prep in San Jose and Santa Clara University. In 1991 John began his career as a Financial Advisor. After receiving his MBA in 2001, he began to focus on the rapidly growing 401(k) marketplace. John's experience since then ranges with his client's diverse objectives-including investment management, tax-minimization, as well as retirement assets and services. He commits to crafting strategies designed to help clients build, manage and preserve client wealth for current and future generations.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
