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John M
Series 63
Lodi, CA
McCann Investment Management, LLC
John Mccann is the sole advisor at McCann Investment Management, LLC in Lodi, CA, with 32 years of industry experience and a Series 63 designation. His prior work includes two decades at OneAmerica Securities, Inc., and he currently holds roles as head elder at Lodi English Oaks Church and CFO/controller at Evokelife, Inc. He also serves as head of the board for the Lodi Educational Endowment Foundation and as an adjunct professor at Yosemite Community College District. McCann Investment Management, LLC is an independent, single-advisor firm managing approximately $8.3 million for about 113 clients. The firm provides discretionary asset management and financial planning services for individuals, institutions, and retirement plans, with a focus on customized asset allocation, regular portfolio oversight, and ERISA plan advisory services.
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