John Hetzel, CFA, CFP®, AIFA®, CIMA, CFM, CLU
John brings more than two decades of expertise in the wealth management sector, encompassing a range of senior positions in relationship and portfolio management, operations, and financial planning at both prominent national companies and specialized boutique firms. He is vital to portfolio construction and acts as an essential resource for both clients and the firm. Additionally, John is a member of the firm’s Investment Committee.
Advisory Support for Pomona Wealth
Founder of No Fate Wealth Management
Managing Director of sK Advisor Network
Previous Advisor & Chief Investment Officer for a $2B firm in Dallas and Investment Committee Chair of Zero Alpha Group (+$15B).