Kingswood Wealth Advisors
41yrs
Top advisor by experience in Campbell
25yrs
John Han
Financial advisor at Mariner Independent
John Han has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Campbell, California. After nine years at United Capital Financial Advisors and three years at Beacon Pointe Wealth Advisors, John joined Mariner Independent in 2023, a firm offering financial planning, investment management, and retirement plan consulting. John holds the ChFC designation.
One of 153 advisors with offices in Campbell, and one of 131 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in Campbell
Office1999 S. Bascom Ave. Suite. 700, Campbell, CA 95008
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm120
States licensed ?1 state
Services through Mariner Independent
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMariner IndependentCurrent firm
- 2014 – 2023United Capital Financial AdvisorsPreviously
- 2011 – 2014Beacon Pointe Wealth Advisors, LLCPreviously
- Jan 2011 – Oct 2011Excelcia Financial Group, LTD.Previously
- May 2010 – Dec 2010
- 2008 – 2010Excelcia Capital Management, LLCPreviously
- 2006 – 2010AFA Advisor Services LLCPreviously
- Dec 2004 – Oct 2005Ameriprise Financial Services, LLCPreviously
Earlier career (1 more)
- 2001 – 2003Ameriprise Financial Services, LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Mariner Independent at (913) 904-5700 and ask for John Han. John works from the Campbell, CA office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 25 years. Top 22% by experience in Campbell.
What licenses does John hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Mariner Independent reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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