Contact The Firm

ABOUT THE CFO

Our investment philosophy is moderately conservative with regards to risk taking, and intermediate to long term with regards to timeline. Consistently placing client interests above his own through a fee-based asset management approach, and holding high standards for business ethics set him apart from other professionals in the industry.

An investment area that we always focus on, despite the US economy’s condition, is conservative fixed income and stock market alternatives like Commodities and Treasury Bonds. Licenses: General Securities Series 7; Managed Futures Series 31; Investment Advisor/Uniform Combined State Law Series 66. Education: B.S. Finance (UNLV) & M.B.A. (CSUSB) Estate Planning Consultant (The American College)

CONTACT INFO

John J. Disney
Chief Financial Officer
23734 Stone Ln.
Caldwell, ID 83607
(520) 979-2305
retirement.portfolio@gmail.com

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