John Plaza Email & Phone Number
Investment Advisor @ Osaic
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John Plaza Location
- San Jose, CA, US
John Plaza Work
- Investment Advisor @ Osaic (January 1987 - Present)
John Plaza Education
- San Jose State University
Bachelor of Science - BS (Economics)
1981-1983
John Plaza Skills
- Finance
- Healthcare
- Investment Advisory
- 401k Rollovers
- Investments
- Wealth Management
- Training
- Public Speaking
- Investment Policy
- Sales
- Financial Planning
- Wealth
- Management
- High Net Worth Individuals
- Wealth Management Services
- Retirement Planning
- Asset Management
- Investment Strategies
- Financial Advisory
- Mutual Funds
- Investment Policy Statements
- Wealth Preservation Planning
- Alternative Investments
- Customer Service
- ETFs
- 529 Plans
John Plaza Summary
- John Plaza, based in San Jose, CA, US, is currently a Investment Advisor at Osaic. John Plaza holds a 1981 - 1983 Bachelor of Science - BS in Economics @ San Jose State University. With a robust skill set that includes Finance, Healthcare, Investment Advisory, 401k Rollovers, Investments and more.
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