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John Eing, MBA, CPA, CFP®

Chief Strategy Officer, Partner, Advisor

The reason I got into this profession

As a kid, I was way too hyper for abacus class. I would play with the beads, clicking and clacking from one end to the other, but I wasn’t so interested in the actual math lesson. My parents’ next great idea was to enroll me in Taekwondo, and while it did appease my “hyper activity”, I still struggled to learn the techniques. It took me six attempts to finally get my yellow belt. One day as I was rushing to my class my luck changed. I hit the curb with my bicycle causing me to skid across the pavement. As I squirmed, wincing to carefully dust the grime off of my skinned knees, something on the ground caught my attention. My misfortune suddenly turned into a mini-fortune, as I landed on a $100-dollar bill. Rather than using it to fix my now damaged bike, I decided to double up on my Taekwondo classes and really commit to developing my skills.

This small investment led me to some amazing experiences, including teaching martial arts to celebrities, befriending Olympic Gold Medalists, and becoming a national champion. On a practical level, it helped me get accepted into college and paid for part of my tuition. I also learned many valuable life lessons around the importance of preparation, setting goals, perseverance, and the value of integrity.

At the time, I had no idea how much $100 dollars would impact my life. It wasn’t until years later that I realized the decisions we make with money are much more powerful than the amount. Working at Quantum, I have the privilege of helping my clients avoid critical financial mistakes by bringing clarity to their financial lives and helping them see how the seemingly small financial decisions they make every day can affect their future in big ways. As I always say Clarity = Power.

Experience & Qualification

I am deeply interested in what is most important to my clients, and will invest all the time it takes to fully understand them. Through this understanding, and respect for their feelings, I apply my professional and academic background to create sound financial strategies so that my clients feel free to do what they love most. Prior to becoming a financial planner, I was the Controller of Wells Fargo’s $30 billion dollar asset-based lending group.

Degrees & Professional Certifications

Executive MBA from the Anderson School of Management at UCLA

BA in Economics from UC Berkeley

Certified Public Accountant

CERTIFIED FINANCIAL PLANNER™

National Association of Personal Financial Advisors - Certified in DEI

Outside of Work

Spending time with my wife Andrea and two children Nathan and Mia, watching Lakers basketball, and reading. I enjoy reading a broad spectrum of topics, from investing to biographies. Currently, I’m reading about the science and benefits of a plant-based diet, and would welcome any recipe suggestions!

I am also passionate about diversity, equity and inclusion in the financial planning industry, and currently serve as the co-host of the Asian American Pacific Islander Knowledge Circle for the Financial Planning Association, and as the co-Chair of the DEI committee for the National Association of Personal Financial Advisors.