John Wei, CFP®, CPWA®

Senior Financial Advisor

About John

John serves as a Senior Financial Advisor here at Summitry. He has a passion to help individuals, families and small/ mid-sized business achieve their financial goals and objectives. John believes that in order to truly make a difference and impact each client’s lives is to look at things more holistically by looking at all areas of planning (Investment management, retirement planning, Tax Planning, Insurance Planning, and Estate Planning).

John began his career in 2004. Before joining Summitry in 2018, John served in various VP/ Planning positions with Mercer Advisors, TIAA CREF, Charles Schwab & Ameriprise Financial.  John holds a Bachelors of Finance & Economics from the University of San Francisco and is a Certified Financial Planner®.

John resides in Foster City, California with his dog Bao Bei. He enjoys spending his free time outdoors and with friends and family.

Q & A

  • What drew you to the Bay Area?

    The good ol’ “American Deam”. Compared to where I came from (Taiwan), it was much easier obtain a quality education here and the U.S. has provided a better environment for my family.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    Provided one client an alternative strategy to hold their concentrated stock position. While maintaining the position and strategizing to sell over time, earning income on top of that created an additional income stream for the client. Assisting the client transition into retirement by planning out their income streams as well as setting up their estate plan.
  • If you volunteer for a charity, which one(s) and why?

    Peninsula Humane society. I have a passion for animal rights.
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