Meet John
John Dunphy is a dedicated wealth management professional with over 30 years of experience. He holds a Bachelor of Arts in Business Administration, with a focus on Financial Planning, from California State University, Fullerton. His academic background has provided him with a comprehensive understanding of finance, economic markets, accounting, insurance, investments, and financial planning.
Through his partnership with Carson, John works alongside a team of experienced professionals who specialize in business exit planning, tax strategy, estate and trust planning, and investment research. Collectively, this team will work to pursue goals and objectives for his client’s financial security.
In addition to his wealth management practice, John is a passionate educator in the field of finance. He frequently leads workshops on financial and retirement planning, tax reduction strategies, and insurance applications. His ability to simplify complex financial concepts has earned him a strong reputation for professionalism, experience, and trustworthiness, resulting in a practice built primarily through referrals.
At the heart of John’s professional ethos is a deep commitment to family and client well-being. He enjoys spending quality time with his wife, Kolleen, and their three sons—Joshua, Noah, and Luke—which reflects his belief in maintaining a balanced life. In his free time, John enjoys vacations and boating on Lake Havasu in Arizona, a family activity that brings them joy. This personal passion for family is closely aligned with his philosophy that financial planning is about more than just numbers—it’s about building relationships and enhancing his clients’ quality of life.
John’s approach to financial planning is client-centric, focused on creating personalized solutions for each individual, whether in retirement planning, investment strategies, or comprehensive financial education. His dedication to both his clients and the community, combined with his devotion to his family, has earned him respect as a trusted figure in the financial planning industry. He is committed to helping ensure that his clients’ financial health supports their overall well-being.
