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John Thiel, CFP®

Advisor, San Rafael

“The best way to predict your future is to create it.” -Abraham Lincoln

John Thiel is a recent addition to Marin County’s Private Ocean from Sacramento. John’s passion for wealth management started at a young age when in his junior year of high school, his father set up a small account for him to invest in stocks. He really enjoyed the process of learning how to best manage money. Over time and through meetings with his family’s financial advisor, he found that he enjoyed learning about the diverse world of finance and business, and how the industry offers the opportunity to do work that leads to long-term meaningful changes and support in clients’ lives.

Prior to joining Private Ocean in 2019, John was an advisor at Fountainhead Wealth. Before that, he worked at Northwestern Mutual and MassMutual, specializing in risk management and insurance solutions.

An avid learner, John garnered international experiences while at Sacramento State University by spending a year in a study abroad program at the Oxford Brookes University in Oxford, United Kingdom. He also spent a summer volunteering in Columbia, helping find creative ways to acquire grants for a charity dedicated to the elderly and children’s education. He is currently enrolled in a full MBA program and is due to graduate in the spring of 2020.

In his spare time, you can find him hanging out with his family in the countryside, traveling around the world, or burning up the dance floor to salsa music.

Education: 

  • BS, Business with a concentration in International Business, Sacramento State University 
  • CFP Designation 
  • Currently studying to earn his MBA in Financial Planning (graduating in the spring of 2020)

What colleagues say about John: 

John has a positive energy that radiates throughout the office that cannot be understated. He has this innate ability to warm a room or boost a mood just by being himself.” 

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