John Whitehead, CLU® serves as a financial adviser with Pacific Capital Resource Group, Inc. in Lake Oswego, Oregon. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Dedicated to the highest ethical standards, John provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals. Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, Inc.
John is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between John and his clients and helps ensures that each client's strategy remains consistent with changing goals, objectives and circumstances.
John has successfully passed his Series 7 & Series 63 exams and holds his Oregon State Life and Health Insurance license. He graduated from University of Washington with a Bachelor's degree in Economics. He remains active in the UW community through his involvement in the UW Alumni Association. When he isn't working, John enjoys a number of different activities including golf, coaching athletics, and spending quality time with his family.
LICENSES AND CERTIFICATES
- University of Washington- B.A. in Economics
- Oregon and Washington Life, Health, and Long-Term Care Licensed
- Registered Representative of Hornor, Townsend, & Kent, Inc.
- Member of UW Alumni Association
CA Lic. #0L00613