Individualized Attention, Planning in Four Key Areas Distinguish Financial Planner John McKee
John H. McKee always enjoyed finance; in junior high school, along with the more usual enthusiasm for baseball and football, he began tracking stocks and creating model investment portfolios.
Later, after earning his bachelor’s degree in economics from the University of California, Santa Barbara, he earned his CPA license, broadening his understanding of corporate balance sheets and the overall economy. Through his professional experience – operating his company, Personal Portfolios, since 1988 – McKee has guided clients through many markets.
An avid outdoorsman (he recently completed a 25-mile day hike across the Grand Canyon), McKee brings the same enthusiasm and determination to his practice. His goal is to guide clients in making sound decisions in all the financial areas of their lives.
In an initial meeting, he tells clients about himself, letting them get to know him as a person – and as an accomplished advisor. He then learns about their needs and wants, their personalities, their families, and their feelings about risk and investing. “I tailor my services to each person based on their needs and objectives,” McKee says. “You have to know your client before you can make recommendations.”
He leads the conversation through an accounting of the client’s assets, mortgage, savings and investments, and then moves to their goals for retirement, college funding for their kids or grandkids, a new house and any other objectives they have. With a complete picture – and with his certified public accountant background framing his advice – he can suggest appropriate revisions and offer guidance for new directions, creating a well-balanced life plan. This could extend in many directions, including asset allocation changes, alternative investments, college planning and business planning.
McKee focuses on what he identifies as the four key financial facets of a client’s financial makeup: tax, estate, retirement and financial planning. “I look at the whole financial picture,” he says. “I don’t think a client can be advised correctly without addressing all four of these financial aspects. They’re all intertwined.”
McKee’s clients range from economists and professors to CEOs of publicly traded companies.
He formerly worked as a CPA but moved to financial planning to help people make good proactive decisions rather than being limited to investments they already owned. “With our team of professionals, we strive to improve our clients’ quality of life by meeting their needs in wealth preservation and asset protection,” he says. “It’s not all about investment returns – it’s about helping clients achieve control – and some peace of mind.”
McKee was born and raised in the Bay Area and lives in Woodside. He has been married to his wife, Remona, for over 25 years, and they have two children.
303 Twin Dolphin Dr., 6th Floor | Redwood Shores, CA 94065 | 650-632-4295
Toll Free 877-565-2329
Offices also in San Francisco and San Jose
Advisory services offered through Resource Investment Architects, Inc. Securities offered through Investment Architects, Inc. Member FINRA/SIPC CA INS LIC#0763786