John Battoe, Financial Advisor

John Battoe

Financial Advisor

John Ross Battoe has been assisting investors for well over 35 years. His experience includes being Portfolio Manager and Financial Planner, as well as Vice President and Branch Manager of two major Wall Street firms. He worked as a Portfolio Manager for eight years in London, Zurich, Frankfurt and Amsterdam and became Branch Manager for offices in Germany and Switzerland.

Mr. Battoe focuses on counseling investors and business owners who are interested in portfolios that provide income with lower market volatility, protecting their assets, increasing their income from investments and preserving their estates. Business owners are taught how they can lower corporate taxes, increase pension contributions, preserve assets from lawsuits and have guaranteed pension portfolios.

Mr. Battoe is a past-President of the Rotary Club and a Paul Harris Fellow. He was a board member of SAFE, the Southern Area Foster-Care Effort, working to promote the need for homes for Foster children. He is active in his church and a member and past officer in the Knights of Columbus. Mr. Battoe is Cofounder of the Solo Spouse Group, for widows and widowers. He is a resident of Sun City, Arizona.

NOVATO, CA 94947

Direct Phone: (623) 215-7551
Office Phone: (415) 454-4184
Fax: (415) 454-4195