John Banuelos, owner of Financial Alliance, has been advising clients on various tax and financial issues for over 36 years.
John received his Bachelor of Science degree in business with a major in accounting from the California State University, Fresno in 1976. In 1987, he earned his certification as a Certified Financial Planner (CFP)®. As of February 2011, John was admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA), allowing him to represent clients on many tax issues before the Internal Revenue Service. In addition to the above designation, John currently holds the securities registrations FINRA Series 6 (Investment Company Products/varIable Contracts Representative, Series 7 (General Securities Respresentave, Series 63 (Uniform Securities Exam, and 65 (Investment Advisors Law Exam). With these designations and licenses, John applies his tax and financial planning knowledge and experience to help individuals take the necessary steps to pursue their financial goals. He advises and helps to address any concerns in the area of taxes, insurance, estate planning, retirement planning, and household income management. He also advises on investment management through his affiliation with HD Vest.
One of the benefits of working with John is the development of a personalized program that can provide a roadmap to working toward a more secure financial future. The program encompasses five key steps:
- Establishing realistic goals and objectives
- Evaluating current financial resources
- Developing a customized workable plan
- Implementing strategies to help pursue these goals
- Monitoring the progress
The objective is to eliminate the stress of living paycheck to paycheck. Regardless of an individual’s income, clients are taught to take control of their money, not allow money to take control of them. He believes in helping you assess your financial goals and participate in the management of your finances.
He is dedicated to developing lasting relationships with all his clients and always looks forward to using his expertise to help you pursue your financial goals.