It is a structured business review designed to help business owners identify areas where financial leaks, vendor inefficiencies, or visibility gaps may exist.
Guided by Experience and a Clearer
Vision for Business Owners
Guided by Experience and a Clearer
Vision for Business Owners
Our leadership team sets the direction for 1791 Financial Services and ensures that every part of the company remains focused on the needs, goals, and long-term success of the business owner.
Founder, CEO, CFP®, MBA
John is a Certified Financial Planner™ with more than 25 years of financial-services experience and an MBA in Entrepreneurship. He founded 1791 Financial Services to help small business owners reduce unnecessary costs, make better-informed decisions, and connect their businesses with their long-term financial goals.
Vice President, Sales
Kevin leads the sales and advisor organization while supporting training, territory assignments, and coordination between Business Advisors and Appointment Setters. His role helps ensure prospects receive a professional introduction and are connected with the appropriate team member.
Business Development Consultant
Julio brings more than two decades of experience in sales, marketing, operations, growth strategy, and client retention. He uses a consultative approach to help businesses identify opportunities and build stronger professional relationships.
executive assistant
SYSTEMS SPECIALIST
REMOTE BOOKKEEPER
BUSINESS ADVISOR
BUSINESS ADVISOR
BUSINESS ADVISOR
BUSINESS ADVISOR
REMOTE
ADVISOR
REMOTE
ADVISOR
REMOTE
ADVISOR
REMOTE
ADVISOR
REMOTE
ADVISOR
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Learn more about
1791 Financial Services
Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.
Common Questions
Frequently Asked Questions
No. The website and resources are for educational and consultation purposes only. Personalized recommendations should be discussed with qualified professionals.
It is for small business owners who want a clearer view of hidden costs, financial gaps, document organization, vendor issues, or business protection concerns.
No. The book is an additional educational resource, but business owners can request a review or consultation directly.
A member of the 1791 team will review your request and follow up with the next steps.
Yes, if you have been directed to do so by the team, use the secure document upload page.
Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.
Visit Us
8274 Miramar Road
San Diego , CA 92126
Contact Us
(855) 645-8863
Business Hours
Monday - Friday | 9AM - 5PM
Saturday - Sunday | Closed
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