As seen in
Sacramento Five Star award winner

PROFESSIONAL PROFILE

John J. Zezini

Wealth Manager - Principal
Granite Bay Wealth Management
4944 Windplay Dr Ste 115
El Dorado Hills, CA 95762
Office: (916) 400-9791
Cell: 916-612-3842
john@granitebaywealth.com
www.granitebaywealth.com

Professional Approach

John provides custom invetment and planning strategies for families and business owners.  His biggest focus is to listen.  John works hard to understand his clients' needs, values, and fears before giving investment or planning advise.  Once he has begun a relationship, he puts effort into paying close attention, monitoring the plan and investments, and deepening communication to anticipate needs as they arise.  

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John Zezini ia a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GoldenState Wealth Management and Granite Bay Wealth Management are seperate entities from LPL Financial. Copyright (c) 2017 Granite Bay Wealth Management - All Right Reserved.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
This award was issued on February 1, 2022 by Five Star Professional (FSP) for the time period February 1, 2022 through January 31, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients? assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,082 Sacramento-area wealth managers were considered for the award; 94 (9% of candidates) were named 2022 Five Star Wealth Managers. 2021: 1,080 considered, 96 winners; 2020: 1,006 considered, 99 winners; 2019: 997 considered, 115 winners; 2018: 902 considered, 99 winners; 2017: 641 considered, 170 winners; 2016: 597 considered, 179 winners; 2015: 1,011 considered, 210 winners; 2014: 809 considered, 167 winners; 2013: 1,040 considered, 202 winners; 2012: 881 considered, 175 winners.