Aspire Capital Management
Aspire Capital Management  Financial Services | Financial Advisor in Walnut Creek,CA
Johnny Roland
Johnny Roland
CFP, Enrolled Agent (Tax)
Address:
1535 N. Main Street,
Suite 210,
Walnut Creek, CA 94596
(925) 9382023
With more than a quarter-century of experience in financial services, Johnny joined Aspire to play an integral role in a firm premised on client-first care. Johnny has held a variety of marketing, sales, management and operations positions in the financial industry, including serving as strategic business consultant in the Global Financial Services Practice at Cisco (11 years); overseeing $1.2 billion in annual sales as a vice president/general manager of the Stored Value Group with American Express in Japan (six years); and holding a variety of sales and marketing management positions at Bank of America, where he built executive relationships with major banks throughout the Asia Pacific region (10 years). Education and Credentials. Johnny holds an MBA in international business from San Francisco State University and bachelor?s degrees in social welfare and Japanese from the University of California Berkeley. He is a CERTIFIED FINANCIAL PLANNER? practitioner as well as an Enrolled Agent (EA), the highest credential awarded by the Internal Revenue Service, with unlimited rights to represent taxpayers before the IRS. As a member of the Financial Planning Association, Johnny participates in the organization?s annual Financial Planning Days, providing pro-bono financial advisory services to local community members. He also is a registered counselor with the California Department of Aging?s Health Insurance Counseling and Advocacy Program (HICAP), providing pro-bono Medicare counseling for seniors in Alameda county. He also has studied in Japan and enjoys Japanese cultural events.