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John McGinnis Senior Vice President - Financial Advisor, Consulting Group (760) 740-2763 john.r.mcginnis@rbc.com John has been managing wealth for the last three decades. He has been serving wealthy individuals and business owners since 1984. John is a former business owner and specializes in equity and derivative investments. John has an undergraduate degree in finance as well as an MBA from one of the top business schools in the country, the University of Michigan.
John has received acclaim for his involvement in the community. He is a recipient of the lifetime community achievement award for his dedication to the North County community and is a former chair of the Boys and Girls Club of Greater San Diego. His contributions have been recognized by the San Diego County Board of Supervisors, the YMCA and the California State Assembly. Patricia has been helping individuals and business owners in North County since 1988. She has two decades of experience managing bond portfolios and separately managed accounts for clients. Patricia specializes in municipal and government bonds and has significant experience servicing the needs of the medical and professional community in North County. For her fine work, Patricia has been recognized as an "Outstanding Woman in Business" by the San Diego Business Journal.
A former teacher and graduate of the University of California, Patricia assisted in bringing a California State University to North County and served on their board of trustees for many years. She continues to be active in Rotary, the Midway Foundation and the greater business community in North County. Since joining the group in 1999, Curt has developed significant experience in financial modeling and portfolio risk allocation. Along these lines he uses a combination of mutual funds and annuities to obtain diversified growth in core positions in portfolios. Curt was educated locally in finance at San Diego State University. He is actively involved in the Big Brothers/Big Sisters program in San Diego. | |||||||||||||
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