About John

I’m John Mears. I did my undergraduate work at Cal State Northridge, and I’ve done some post-graduate work coaching football at Saugus High School.

I’ve been an Enrolled Agent for over 30 years. Enrolled Agents are licensed to represent taxpayers before the Internal Revenue Service. They have to take a two day, four part test encompassing all aspects of taxation. I may not know much, but I definitely know how to fill out a tax return.

I’ve also been a Registered Investment Advisor for the last three years, as well as having my securities license for the last 25 years. I built my practice to provide comprehensive planning services to people who seek a “work optional” lifestyle.

If you’re looking for the next amazing stock pick, then I’m not for you. The stock market reacts to news, and – as you already know – news is completely random, and unpredictable. Therefore, the stock market is random, and unpredictable.

If you’re looking for someone who will guarantee you high returns and low risk, keep looking. I am not that guy.

What I WILL do is provide you with impartial analysis and advice that puts YOUR interests ahead of mine. It’s called a fiduciary vow, and I take it VERY seriously.

At Mears Money Management, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Mears Money Management are proud to be independent financial professionals. You can view our SEC Investment Advisor Firm information by visiting this link.

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office today!