John Troncoso, CFP®, CRPC®, CPWA®
Investment Advisor Representative, Partner
John Troncoso is an award-winning financial advisor who has made appearances on television and written several articles featured in national publications. He works with high-net-worth clients, athletes, executives, entrepreneurs, and medical professionals. John’s practice focuses on wealth management and investing, business monetization, asset protection, and tax minimization. John is a Certified Financial Planner™, a Chartered Retirement Planning Counselor™, and a Certified Private Wealth Advisor™. John became the youngest partner in firm history in 2018.
John has always had a nose for business. At a young age, he took a keen interest in the world of entrepreneurship and commerce, often traveling with his father to visit small businesses around the Tampa Bay area. In this classroom, he learned above all else that one could never succeed for long without passion and integrity. John has used his determination and tireless work effort in starting a successful alternative energy trading firm in Tampa, working as an investment banker with Goldman Sachs in New York City, and most recently, as a Risk Manager at Glencore within their prestigious Commercial Rotational Programme. At each step of his career, he has put his clients and his morals above his personal ambitions.
He is a proud graduate of Hillsborough High School’s International Baccalaureate Program where he excelled as a student-athlete. He later graduated Magna Cum Laude from the Dyson School of Business at Cornell University. While there, he was an active member of Sigma Phi Epsilon, the Mutual Investment Club of Cornell, and a Teacher Assistant for Introductory Finance. John has a strong sense of social duty and works with several non-profits in the Tampa Bay area. John was selected as a 2021 honoree for the Tampa Bay Business Journal’s 40 Under 40.