Meet John Balmer, Director of Finance at Honest Tax Solutions.
John has two decades of Accounting and Finance experience, working with both institutional and individual investors. He is a seasoned Wealth Manager and Financial Advisor, who has consulted on a broad range of accounting and investment matters.
John has tremendous experience working with High Net Worth individuals and business owners in the Irvine area. His focus on estate, retirement and financial planning strategies, allows him to bring a unique perspective, experience and value to Honest Tax Solutions’ clients.
John is formerly a Director in the Global Credit Group at
BlackRock. During his tenure at BlackRock (formerly Barclays), John’s team managed Global Credit across all business units where he was instrumental in developing market expansion of the iShares™ ETF business.
John spent the early years of his career at Deloitte & Touche, Citigroup, and with a multi-strategy Private Equity Investment where he focused on capital allocations to their late stage venture capital team.
John holds a degree in Agribusiness from Cal Poly, San Luis
Obispo and is also an investment advisor representative.
In his spare time, John can be found traveling and exploring the coastal waters of Southern California and enjoying the scenic wilderness in our local mountains.