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John Dwyer

Wealth Strategist

John joined City National Rochdale in 2022 with 15 years of Income Tax, Estate, and Financial Planning experience. He partners with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection and risk management, income tax mitigation, philanthropy, and estate and legacy planning.

Previously, John was a Financial Planner for First Republic Bank. In this role he supported the advanced planning needs of ultra high net worth clients across Southern California and the New York Tri-State area. Prior to this, he held several positions at Ernst & Young LLP, PricewaterhouseCoopers LLP, JPMorgan Chase, and Citibank.

John earned a Bachelor of Science in Accounting and a Master of Science in Professional Accounting (MSPA) from Seton Hall University. He also earned his Certified Public Accountant designation in 2019 and became a CERTIFIED FINANCIAL PLANNERTM and Personal Financial Specialist in 2021. John and his wife live in New Jersey and enjoy cooking, road trips, and spending time at the Jersey shore.

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