John Hinson

Certified Financial Planner™
Financial Advisor | Branch Manager, RJFS
President, Hinson Financial Group Inc.

john.hinson@raymondjames.com

John, founder, and president of the Hinson Financial Group has more than 30 years’ experience in the financial markets with major Wall Street firms, both as a financial advisor and branch manager. He has a genuine passion for financial advising, taking great care in developing individualized financial, retirement and estate plans for clients and helping small business owners and professionals manage their retirement plans.

In 2004 he started an independent branch office with Raymond James Financial Services, where he is a registered principal and branch manager. Prior to that, he was a vice president at Prudential Securities from 2000 to 2004 and a vice president at PaineWebber from 1990 to 2000. In the mid-1980s he worked in New York City for PaineWebber as a vice president of marketing, collaborating with the firm’s equity research analysts and acting as their liaison to the financial advisors in the field. He also served as a member of PaineWebber’s Focus List Committee for four years. The purpose of the committee was to highlight timely stock ideas from PaineWebber’s research analysts to financial advisors across the country. In the late 1980s, John took a two-year hiatus from the financial services industry to form and run a start-up venture, a valuable experience that augments his financial advising.

John earned a Bachelor of Business Administration degree with a concentration in finance from California State University, Fullerton. As a Certified Financial Planner™ professional, he adheres to the highest ethics and commitments to professionalism and continuing education. He holds a certificate in financial planning from Kaplan University; Series 7, 8, 63, 65, securities licenses; and insurance licenses in life-only, accident and health, and variable contracts.

John has been a member of the Roosters Foundation of Orange County since 2003. He was a longstanding member of the board and was President in 2014. Roosters is a men’s social organization that also has a foundation supporting at risk and abused children in Orange County, CA. Through their fundraising efforts, Roosters Foundation has provided donations and grants in excess of $1.5 million over the past decade to the Orange County community.

In addition, he is also a member of ProVisors, which is a networking group of various professionals dedicated to developing trusted relationships. John views ProVisors as an important resource of experts in various fields that can provide additional services to his clients.

John has been a valued member of Elevon Wealth Management since 2021.

John and his wife, Maggie, live in Costa Mesa; they have two adult daughters. John and Maggie enjoy live theater and traveling together. When he is away from the office, John also enjoys reading and athletic pursuits, including skiing, golf, biking, and weight training.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with any organizations mentioned.

PHASE 1
Understand

PHASE 2
Design

PHASE 3
Implement

PHASE 4
Manage

Understand In this step, we focus on getting to know you and your expectations. We’ll use a variety of tools, including questionnaires and interviews, to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you fully aware of our capabilities and assist you in understanding the scope of services we offer to help you meet your objectives.
Design Next, we will analyze the information you’ve shared with us and design solutions intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
Implement With your approval, we will execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the completion of all necessary paperwork.
Manage Once your plan is implemented, we will manage the progress of our recommendations relative to your defined objectives and suggest changes where needed. We will also help you address your reactions to significant personal changes or market shifts. Human behavior can be one of the biggest obstacles to the long-term success of a plan, so we will take care to help you act sensibly and avoid decisions based on excitement or fear.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Hinson Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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REFER A FRIEND

John Hinson