John Lattarulo offers more than 10 years of personalized investment management experience, performing a broad range of financial services. His comprehensive and strategic thinking continually helps his clients capitalize on sound investment management and secure financial planning. He believes personalized investment management means taking the time to get to know his clients’ needs and life situation while also making them comfortable with their plans for the future.
John has handled financial planning and investment consultation for clients at Scripps Bank of La Jolla, Science Applications International Corporation, Lincoln Financial Group and TD Ameritrade. He is a CERTIFIED FINANCIAL PLANNER ™ professional with a Bachelor Degree in Business Administration/Finance from the University of Arizona and a Personal Financial Planning Certification from the University of California, Los Angeles.
Currently, John lives with his family in the Scripps Ranch area of San Diego.
Becki is a Wealth Advisor with JBL Wealth Strategies. She helps clients in their financial futures to plan-ahead, save taxes, and properly invest their hard-earned assets. She is a strategic thinker to best help clients in their specific circumstances.
Prior to JBL Wealth Strategies, Becki was with WFA San Diego and Financial Sense here in San Diego. She was responsible for the strategic and tactical asset allocation of client accounts and included working with clients to help them with all aspects of their financial planning needs. Previously, Becki was a Portfolio Manager and Team Leader for Brandes Investment Partners, L.P. where she developed and presented strategic direction of the International Portfolio to the investment committee as well as managing client portfolios and relationships.
Becki earned her MBA in Finance from the University of San Diego and a Bachelor of Science in Finance from San Diego State University. She is a Chartered Financial Analyst and Certified Financial Planner™. She has over 30 years of experience in the industry.
Becki has lived in San Diego most of her life and lives in Point Loma with her husband.