John Mulvaney, MBA, ABA, EA, RFC, CEP

John Mulvaney, MBA, ABA, EA, RFC, CEP

Financial Advisor

Phone: 916-797-1020
Fax: 916-797-3020
E-mail:

John has more than 35 years of experience in tax and financial management and planning. Prior to joining Quantum Advisors 15 years ago, he was the CFO of a multi-national manufacturing company operating in seven countries. His current focus is in the highly specialized area of retirement planning for school and government employees. His vast experience and expertise makes him uniquely able to advise on a wide range of financial issues including the intricacies of the STRS and PERS retirement plans, home financing and refinancing, college funding, long term care, life insurance planning, etc.

His business philosophy is simple: Solve the Client's problem

Education

  • United States Military Academy at West Point - BS with emphasis in Engineering Sciences.
  • University of Utah - MBA with emphasis in Finance.

Credentials

  • Accredited Business Accountant
  • Certified Estate Planner
  • Enrolled Agent with Internal Revenue Service
  • Registered Financial Consultant
  • Registered Representative

Licenses

  • Life Insurance Agent
  • Stock Broker
  • Tax Preparer
  • Real Estate Agent 

Specialties

  • College Funding
  • Debt Consolidation
  • Estate Planning
  • Home Financing and Refinancing
  • Life Insurance Planning
  • Long Term Care
  • Real Estate Sales and Purchases
  • STRS and PERS Retirement Planning
  • Tax Planning