John has been associated with the financial services community since the mid 1970's when he became an account executive with Merrill Lynch in Honolulu, Hawaii. From 1986 to 1994, he was the Director of Financial Planning and Benefits for the University of California, San Francisco. In 1995, he founded Beeson and Company, a fee-only financial planning company, primarily serving facility, executives and staff at the University of California. In 2020, he sold his business to Marin Wealth Advisors.
John has an MBA from Golden Gate University and is a CFP Board Emeritus. He lives with his wife in Northern California.