John Kucserka
Folsom,CA
Summary
Skilled financial advisor with strong background in investment strategies, portfolio management, and client relations. Proven ability to drive financial growth and optimize asset allocation. Focused on team collaboration and consistently delivering results. Adaptable with keen understanding of market trends and regulatory requirements.
Consistent focus on educating clients both clients and support staff with robust background in financial advising and client relationship management. Proven track record in guiding clients toward optimal financial decisions through tailored strategies and comprehensive planning. Demonstrated expertise in risk assessment and investment portfolio diversification.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Alder Creek Wealth Management
04.2004 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Currently managing over $10,000,000 in assets
Department Lead, Alternative Investments
Feather River State Bank/Humbolt Bank
03.2001 - 04.2004
- Mentored new hires within the department, providing guidance on company policies and procedures as well as job-specific tasks.
- Boosted overall employee morale by fostering a positive work environment and promoting open communication.
- Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
- Developed financial policies that supported organizational objectives while adhering to established ethical standards.
- Provided valuable insights to senior management by analyzing financial data and presenting findings in clear reports.
- Reduced risk exposure by establishing internal controls to safeguard company assets.
- Managed nine branch locations in eight cities with over 500 active clients
Assistant Golf Professional
Cameron Park Country Club/Bing Maloney Golf Course
01.1994 - 05.2001
- Oversaw training of services staff and other day-to-day activities on driving range.
- Managed pro shop operations to ensure efficient inventory control, merchandising, and sales performance.
- Optimized daily operations by maintaining accurate records of green fees, cart rentals, memberships, tournament registrations, and other transactions.
- Coordinated junior golf programs to promote interest in the sport among younger generations.
- Conducted private lessons focusing on individual player development and improvement.
- Mentored new staff members on club policies, procedures, and best practices to enhance overall team performance.
- Promoted a culture of teamwork and respect among staff members, contributing to high employee retention rates and positive workplace morale.
- Developed and delivered effective and engaging coaching sessions to improve performance.
- Balanced multiple responsibilities, including teaching, staff management, inventory control, while providing direct interaction with membership and guests.
Education
No Degree - Certified Financial Planning
UC Davis Extension
Sacramento, CA05-2003
Bachelor of Arts - Philosophy
California State University Sacramento
Sacramento, CA05-1994
Skills
- Verbal and written communication
- Microsoft Excel
- Client Assessments
- Training and coaching
- Securities Analysis
- Client Engagement
- Client service and support
- Interpersonal and written communication
- Client needs
- Funding education
- Lead Generation
Certification
- Certificate in Financial Planning - UC Davis
Timeline
Senior Financial Advisor
Alder Creek Wealth Management
04.2004 - Current
Department Lead, Alternative Investments
Feather River State Bank/Humbolt Bank
03.2001 - 04.2004
Assistant Golf Professional
Cameron Park Country Club/Bing Maloney Golf Course
01.1994 - 05.2001
- Certificate in Financial Planning - UC Davis
No Degree - Certified Financial Planning
UC Davis Extension
Bachelor of Arts - Philosophy
California State University Sacramento
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