John Arens

Mr. Arens started in the financial industry July of 2008 and has served in numerous financial capacities. After 7 years in banking and being asked by the majority of his clientele to be their personal financial advisor, he opened a financial planning and investment practice with a well-known firm in 2015. John quickly realized that when managing investments for families and business owners, there are three key aspects to having a successful relationship: “The client must like you and you must like the client”, “The advisor must earn and covet the clients trust in order to properly manage financial challenges through difficult times”, and finally the client must know, “The advisor is intelligent and experienced enough, to effectively and efficiently manage all financial aspects they hold paramount”.

John loves helping his clients, plan, prepare, and successfully thrive in retirement. Arens Wealth Management with Balboa Wealth Partners offers services in the following areas: Financial Planning, Investment Management, Retirement Plan Administration, Estate & Multi-Generational Planning, Tax Mitigation Strategies and Protection & Legacy planning.

Outside of work John loves giving back to his community in Long Beach, California and believes in social services, health equity, and education.  He is actively involved in the Salvation Army in Long Beach and has served on the Advisory Board and Executive Committee since 2019, currently Secretary and Immediate past president. St. Mary Medical Center Trustee, Governing Board Member, and Golf Tournament Chair since 2020. Long Beach City College Foundation Board of Trustees since 2020. In his personal life John believes in leading within his family and community, actively volunteering at Long Beach Alliance Church for youth programming (AWANA), VBS, percussion in the worship team, and serving as trustee for the church.  Hobbies include volunteering, travel, cooking, exercise, car racing, pool, and most importantly spending time with my family.

Mr. Arens holds a Series 7 General Securities License, Series 66 Uniform Combine State Law License, Life/Health/Disability/Annuity License and is an Accredited Asset Management Specialist, AAMS®.