Broker Check
John Lutz

John Lutz

Founding Partner - Wealth Advisor (retired)

John started this wonderful practice in 1972, first as a life insurance agent eventually adding investments and financial planning to his services over the years.  Debbie joined the practice in 1991 and served as the Office Manager for her entire career.

John's commitment to his clients serves as the backbone of how we run the practice to this day and was the best mentor anyone could have asked for.

He decided to retire at the end of 2023 after over 50 years advising and servicing his loyal clients.  John still maintains his FINRA licenses today "just in case" the calling to come back is too strong.

He and Debbie, his wife of over 32 years, live in Menifee, CA where they spend their days enjoying all that retirement has to offer.