John Greace Founder and President
200 N. Westlake Blvd., Suite 109
Westlake Village, California 91362
805.495.2077 800.266.2077 888.WHY.BEPOOR
Fax: 805.497.8342
[email protected]
www.westlakefinancialadvisors.com
www.whybepoor.com
Author of the book, "Making Finance Make Sense," John Grace, Founder and President of Investor's Advantage Corporation, entered both the securities and insurance industries in 1979. He is a Registered Principal and Registered Representative with securities offered through LPL Financial, Member FINRA/SIPC. With assets under management of over USD 1 trillion as of March 16, 2023, LPL Financial is the largest independent broker-dealer in the United States.
Last year, the San Fernando Business Journal identified John as among The Top 200 Most Influential Business Leaders. In January 2024, John is featured in the Los Angeles Business Journal. Since 1999, John's firm has paid up to $10,000 annually for independent, objective research to help investors recognize and take advantage of economic patterns. John is a Certified Member and Charter Member at Dent Research.
When professionals represent their companies, they commonly make recommendations offered by their companies. It's always a good time to buy securities, say the firms that manufacture all of your money's mutual funds you can buy. Similarly, real estate brokers are determined to be your realtor for life. Much of John's information comes from independent, objective research paid for by him, unlike his peers, where most of the concepts put forward come from the parent companies' management.
This isn't John's first time on the rodeo. In 2006, unlike many real estate and securities professionals, John said don't be surprised to see average real estate prices decline by 40%. And John was in the ballpark as the record shows housing prices crashed 34% in the Great Recession. With that track record, you will be interested to discover what John believes is happening in these unusually uncertain and unprecedented times.