John K. Sutherland, CFP®, EA

John K. Sutherland, CFP®, EA

 

John Sutherland has been practicing as a Certified Financial Planner™ for over 33 years and holds Series 1, 24 and 63 securities registrations. He is also an Enrolled Agent and licensed tax practitioner, who has been preparing tax returns and representing clients before the IRS for over 20 years.  John graduated from Long Beach State University, and holds a master’s degree in business. 

John owned and operated his own financial services corporation, Sutherland & Associates Inc. with his wife Charlene for many years. Throughout his career John has worked towards preserving the wealth and assets of his clients.  He has been educating clients and corporations utilizing his extensive experience and vast knowledge of all areas of financial, tax and estate planning.  John adds value to his client’s lives by providing comprehensive, and independent financial advice and planning services, exhibiting at all times the knowledge, experience, and the integrity necessary to develop and maintain satisfied clients over the years.

John Sutherland is a native of California, born and raised in Long Beach California. John lives in La Mesa with his wife Charlene, and his dog Rusty. They have 2 grown daughters, and 5 grandchildren and a nephew they raised as their son.  The Sutherlands are active members of Mountain View Bible Church.  When not participating in church activities, they enjoy reading, and activities with their grandchildren. 

CA Insurance License #037011