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Leadership
John Hohman, MBA, AIF
John M. Pacelli, CFP, CLU
Robert J. Sciutto, CLU
Reginald W. Street, CLU
Theodore J. Zouzounis, CLU |
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John Hohman, MBA, AIF
John began his career as an accountant with a Fortune 50 Company. Since 1995 he has specialized in employee benefits and retirement plans. John joined D/A Financial Group in 2000 and focuses primarily on employee benefit activities. He became a Shareholder in August 2002. He has considerable experience in alternative funding for employee benefits and is a tremendous resource in the design, implementation and servicing of retirement plans for corporate clients. John's industry memberships include:
- National Financial Partners, Corp., Austin, TX
- Golden Gate Health Underwriters Association
- American Society of Financial Service Professionals
- National Association of Health Underwriters
John Hohman is a University of Arizona graduate with a Bachelors Degree in Business Administration and a Masters Degree in Accounting/Finance. John also holds the designation of Accredited Investment Fiduciary. He currently resides in Orinda, California with his wife Jennifer and two young children. In his spare time, John enjoys golf, SCUBA diving, snow skiing, playing basketball, and is an avid sportsman. |
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CA Insurance
License #0B86702 |
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Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer and Member NASD/SIPC.
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John M. Pacelli, CFP, CLU
John began his career in finance in 1977 and has held the position of Vice President with two national brokerage firms. In 1987 John founded and managed his own investment advisory firm, Financial Strategies. In 1995 he joined D/A Financial Group, becoming a Shareholder in 1997. John specializes in the custom design and active management of individual and institutional client portfolios. He also advises educational concerns on their employee benefit planning. His industry memberships include:
- National Financial Partners, Corp., Austin , TX
- Financial Planning Association
- NFP Securities Inc.
- East Bay Financial Planning Association
John is a Kent State University graduate with a degree in finance. He received his Certified Financial Planner designation from the College of Financial Planning in Denver, his Chartered Life Underwriter (CLU) designation from The American College, and is an Investment Advisor representative and registered representative with NFP Securities, Inc. John currently resides in Alamo, California with his wife and three children. He enjoys reading, traveling, running, and golf. |
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CA Insurance
License #07161103 |
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| Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer and Member NASD/SIPC. |
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Robert J. Sciutto, CLU
Bob began his career in the financial services field upon graduating from the University of California, Berkeley in 1961. His first position was with a Provident Mutual life agency where he helped guide the reorganization (19103) into a full service brokerage firm, D/A Financial Group. Within the newly created firm he started and became President of D/A Employee Benefits Insurance Services; specializing in employees benefits, including group insurance, qualified and non-qualified programs. Bob has earned two industry designations: Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). His industry memberships include:
- National Financial Partners, Corp., Austin, TX
- National Association of Health Underwriters
- Million Dollar Round Table - Life Member
An Orinda resident, Bob has always been active in his community. He was founding director for Lamorinda National Bank, past President of the Orinda Country Club, Vice President of Cal Golf, an Advisor for the Delta Upsilon Fraternity, and a Past National Trustee and Sr. Vice President of Ducks Unlimited, Inc. As a former Eagle Scout, he has maintained interest in the Boy Scouts of America and has been District Chairman. He is an avid sportsman and enjoys golfing, skiing, fly-fishing and waterfowl hunting depending upon the season. Most of all, he enjoys time with his two young grandchildren. |
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CA Insurance
License #0224858 |
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Reginald W. Street, CLU
Reg is a founding Shareholder of D/A Financial Group. He began his career in the financial services industry in 1974 with D/A and has served the financial needs of business and individuals for over 30 years. He is an advisor in the areas of employee benefits, estate and insurance planning and qualified and non-qualified plans. Reg's Industry memberships include:
- National Association of Insurance and Financial Advisors
- Society of Financial Insurance Professionals
- Association for Advanced Life Underwriting
- National Financial Partners, Corp.
- Million Dollar Round Table - Life and Qualifying Member
Reg graduated from the University of California, Berkeley in 1974 and received his Chartered Life Underwriter designation from The American College. Reg resides in Piedmont, California with his wife and son and Labrador retriever. |
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CA Insurance
License #0485341 |
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Securities offered through Reginald W. Street as Registered Representative of 1717 Capital Management Company, P.O. Box 15626, Wilmington, DE 19850, (302) 453-3800. Member NASD, SIPC. A Nationwide Financial company. |
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Theodore J. Zouzounis, CLU
Ted is a Shareholder of D/A Financial Group, having joined the firm immediately following graduation from the University of California Berkeley HAAS School of Business. While Ted has personally worked with individuals in the Forbes 400 and with publicly held companies, the majority of his work is with small to medium-sized, closely held businesses and their owners.
Ted travels to Chicago four times a year to meet with fifty other business owners/entrepreneurs from all over the country. The experience of this group broadens Ted's perspective of those issues faced by the successful business owner. Ted is frequently asked to share his insights at various meetings and conferences, including serving as a:
- Panelist at the Northern California Financial Planning Conference
- Long-time member of the prestigious Advanced Association of Life Underwriters (AALU), which is a Washington based organization that is very active legislatively in the financial services and insurance industries
Ted has a CLU designation from the American Society of Financial Service Professionals in Bryn Mawr, Pennsylvania. In the community, Ted has served as President of the 18,000 Member California Business Alumni Association and on a variety of committees at the HAAS School of Business. In 1994 Ted was honored with the Raymond E. Miles Service Award and the Trustees Citation from the University of California Berkeley Foundation. Ted was the founder of the first California community based fund raising organization for Yosemite National Park. Ted and his wife were honored in 1994 with a permanent plaque in Yosemite National Park in recognition of completion of the "Happy Isles" project.
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CA Insurance
License #0431077 |
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| Securities offered through NFP Securities, Inc., a Broker/Dealer and Member NASD/SIPC. |
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