John D. Morreale
Managing Partner Investment Advisor at Purus Wealth Management
Based in Costa Mesa, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Costa Mesa
Industry
Financial Services
Company size
10
Contact information
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j•••••••@puruswealthmanagement.com
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Background
About John D. Morreale
John is a founding partner and managing partner of Purus Wealth Management. John has over three decades of experience as a licensed financial advisor. He is a Certified Financial Planner™ professional as well as a Certified Mutual Fund Counselor (CMFC).Prior to co-founding Purus Wealth Management, John was a financial advisor with Waddell & Reed, Inc. for over 23 years. At Waddell & Reed, he was consistently ranked among the most successful and respected advisors in the company. John takes pride in his ability to coordinate with clients and other professionals, including CPAs, trust attorneys and insurance specialists. His cohesive approach helps not only his clients to achieve successful financial outcomes but also generations to come.John graduated from California State University, San Diego, with a bachelor’s degree in business with an emphasis in finance.
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