John Agnew, CFP® is a financial planner and wealth manager focused on offering tax-aware wealth management services to a diverse clientele. He has studied Economics and Business Administration at the University of California, Los Angeles, and has over 20 years of experience working in the finance sector. Previously, he has held positions as a Financial Advisor at Morgan Stanley and Merrill Lynch, and as a CFO at Cut Cute Couture.

As the Owner of The Wealth Collective, Agnew helps a variety of clients including Attorneys & Professionals, Business Owners, Executives, and Retirees. Agnew assists his clients by reviewing their cash and liquidity, creating asset and income protection strategies, implementing tax-efficient investment strategies, and creating estate and gifting strategies.

Tax management is a critical service that sets Agnew apart. He works with clients' CPAs and attorneys to structure their assets and minimize their lifetime tax burden. Agnew also works to manage clients' investments in a tax-efficient way by using tax loss harvesting, minimizing and deferring capital gains, rebalancing in tax-deferred and tax-free accounts, reviewing insurance policies, managing debt, and reviewing estate planning and asset protection issues.

Agnew's expertise in tax management, wealth management, and financial planning has positioned him as a trusted advisor in the industry. He emphasizes ethics and building long-term relationships with clients to earn their trust.