Meet the Team
John Shelton
Associate Advisor
John serves as an Associate Advisor on Centara Capital’s consulting team. John’s focus when helping clients is the development of a comprehensive body of goals, effective analysis of those goals and the implementation of a plan that is tailored to the needs of each individual client. By utilizing the expertise of a team of estate planning attorneys and CPAs, John feels he is able to deliver optimal advice to clients. John has a broad range of knowledge including investment management, estate planning, tax planning and life insurance transactions. Most recently, John has focused his attention to the highly innovative EquityKey product.
John grew up in Seattle, WA and moved to San Diego, CA in 2003 to enter the financial services industry.
Professional Designations & Licenses:
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- California Life and Health Insurance License
- California Department of Real Estate Salesperson
Education:
- 2002 University of Washington, B.A., Political Science
Affiliations:
- Treasurer, Toastmasters International Club #54, Pacific Beach