John Longstaff, CFP®, is principal of Beechwood Wealth Advisors LLC., a Registered Investment Adviser. He has worked in private practice since 1984, limiting his practice to life wealth management.
John is a past National President and National Chairman of the Board for the Institute of Certified Financial Planners (ICFP). John is also a past board member of the Board of Professional Review (BOPR) of the CFP Board of Standards.
John is a graduate of the University of the Pacific (UOP) School of Business and Public Administration with a Bachelor of Science in Business. He was conferred with his Certified Financial Planner® designation from the CFP Board of Standards, and completed his CFP education requirement through the University of Southern California (USC).
John is a member and Past President of the Fresno Estate Planning Council and is a member of the FPA (Financial Planning Association) of Central California. John is a current board member and a past President and past treasurer of the Fresno State Baseball Dugout Club. He also speaks to numerous community and professional organizations including the National Council on Aging (NCOA) and the National Association of Fund Raising Executives (NAFRE).
John has presented pre-retirement, retirement and financial planning consultation for Corporate and Public entities including Southern California Edison (Edison International) and the California State Teachers’ Retirement System (STRS). John has taught in the school of business at California State University, Fresno and is listed in the 1995 Who’s Who of Executive Professionals.
John is an Investment Advisors Representative of Beechwood Wealth Advisors LLC.
 Phone: 559.320.8200
Fax: 559.320.8278
Email
 J. Michael Chin began his career in the financial services industry in 1979 and received his designation as a Chartered Life Underwriter (CLU) in 1985. He is a Life Member of the Million Dollar Round Table and a Chartered Financial Consultant (ChFC) since 1988. He specializes in Estate Conservation and Retirement Planning.
A member of the Fresno Estate Planning Council, Michael has been active in the Fresno Association of Life Insurance and Financial Advisors (FAIFA) as a member, President, and recipient of the John W. Olmstead Award. He is experienced in developing client solutions that address life and disability insurance, retirement and investment needs, and estate and transfer tax avoidance. He has moderated estate planning courses for the Life Underwriters Training Council.
A graduate of California State University, Fresno, Michael is also active with the South Fresno Lions Club, United Cerebral Palsy of Central California, Bulldog Foundation, Sigma Chi Fraternity Alumni, and New Hope Community Church. Michael has received numerous industry awards and is a member of The Equitable’s Hall of Fame.
Michael is an Investment Advisors Representative of Beechwood Wealth Advisors LLC.
Phone: 559.320.8200
Fax: 559.320.8278
Email
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