John Brotherton, CFP®VICE PRESIDENT, CO-HEAD OF SAN DIEGO AND SCOTTSDALE
John Brotherton is a Vice President and Co-Head of United Capital's San Diego and Scottsdale offices. He began his career as a financial advisor in 1981 with Integrated Resources, Inc. Since that time, John has worked for various financial institutions, including Inland, American Express Financial Advisors, Security Pacific Bank and the Acacia Group. In 1998, John became an owner and managing partner of Brotherton Investment Consultants, LLC, now United Capital's Scottsdale office.
John attended Emmaus Christian College in Oak Park, Illinois, and Arizona State University in Tempe, Arizona, where he majored in Finance. John received his board designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner from the College of Financial Planning in Denver, Colorado.
John has a broad base of experience in portfolio management and investment consulting. His expertise ranges from asset management to retirement planning and includes a focus in trust and estate modeling, financial plan design and business succession planning.
John is a member of the Financial Planning Association (FPA) of Greater Phoenix and is a third-generation native of Phoenix, Arizona. He resides in North Phoenix with his wife, Donna, their three sons and twin daughters.