John Heldman, CFA
Straightforward, unbiased, fiduciary advice to achieve your financial goals.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Straightforward, unbiased, fiduciary advice to achieve your financial goals.
Areas of Focus
- Cash Flow
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About John Heldman, CFA
Hi, I'm John Heldman. After 20+ years working for large investment firms, including Bank of America, Scudder Investments, Deutsche Bank, and Neuberger Berman, I desired to set up a smaller boutique firm offering fee-based fiduciary investment and financial planning services to individuals.In March 2008 that dream was realized. My partner Dave Hutchison joined in 2013, and our operations manager, Marisa Pickar, came aboard in 2015.
I obtained my Bachelor of Science degree in Finance and an MBA from California State University, Long Beach. I’m also a CFA charterholder, a member of CFA Institute, and CFA Society in Orange County.
I’ve been married to my beautiful wife, Tonina, for 37 years. We have two fantastic children: our son Mathew (wife Jessica, granddaughter Remi), and our daughter Alyssa (husband Cameron). I enjoy a variety of activities, including traveling, amateur car racing, mountain biking, golf, racquetball, skiing, and lots of reading.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
1301 Dove Street, Suite 1080, Newport Beach, CA 92660
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call with us. We’ll have a conversation about your goals and values before delving into your financial goals and priorities. We look forward to speaking with you.Offers Investment Management
Yes
About Triad Investment Management
Our mission is help you define and progress toward your goals for your financial future.You don’t have to have all the answers, and you could use someone in your corner providing straightforward, unbiased advice. A fiduciary, not a salesperson. With follow-through to help make sure your plans happen.
A Proactive Approach
We seek to understand you, your financial picture today and where you want to go. To that end, we encourage an initial short conversation to learn if we are a good fit for each other. By first understanding your complete financial situation including retirement planning, estate planning, insurance, taxes, children's education etc., we are then able to discuss specific recommendations.
We’re not for everyone. But whether you end up joining us as a client or not, we strive to make our discussion productive and leave you in a better position to achieve your financial goals. Click below to learn more about our process.
What We Believe In
✔️ Gratitude. Everyday appreciation for being a part of each client’s life.
✔️ Caring about your problems first. We seek to treat every client the way we would want to be treated.
✔️ Independence of thought and action. We think for ourselves and seek to make the right decision for the long run.
Our Services Include
▪️ Investment Planning
▪️ Investment Management
▪️ Managing Your Financial Life
We are dedicated to providing investment management and strategic wealth planning services. Simply put, we strive to be our client's trusted advisor.
Education
California State University, Long Beach Bachelor of Science (B.S.), Finance, General | Master of Business Administration (M.B.A.), Finance, General
Hobbies and Interests
- Basketball
- Cars
- Cycling
- Exercising
- Family
- Golf
- Motorcycling
- Reading
- Skiing
- Sports
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
