Broker Check

2530 Douglas Boulevard
Suite 100
Roseville, CA 95661
(916) 797-1020

 

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

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

Financial Advisor

John has more than 40 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 knowledge makes him uniquely able to advise on a wide range of financial issues including the intricacies of the STRS and PERS retirement plans, college funding, long term care and 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 (CEP)
  • Enrolled Agent with Internal Revenue Service
  • Registered Financial Consultant (RFC)
  • Registered Representative

Licenses

  • Stock Broker
  • Tax Preparer

Specialties

  • College Funding
  • Life Insurance Planning
  • Long Term Care
  • STRS and PERS Retirement Planning
  • Tax Planning