John Sturgis, CFP®

John Sturgis is a Senior Wealth Advisor at HUB Investment Partners, where he is responsible for every aspect of his clients’ financial lives. John provides support in areas relating to investment management, tax planning, estate planning, and much more. John is strong in his ability to implement and monitor plans that he creates in his clients’ lives to provide them with the framework needed to help achieve their goals. John strives to present his clients with practical and actionable guidance to work towards their financial aspirations with the highest level of service.

John received a B.S. in Business Administration from Chapman College and also has over 30 years of experience as a CERTIFIED FINANCIAL PLANNER®. John has had many roles throughout his extensive experience in the financial services industry. Most recently, he was a Branch Manager for Charles Schwab and TD Ameritrade. John has also served as West Coast District Manager for CUNA Brokerage Services.

John currently resides in Albuquerque, New Mexico with his wife, Lisa. In his spare time he enjoys wine, jazz, and cooking.