At RED Seven, we help retirement-focused investors avoid running out of money. We build portfolios to grow in good markets and limit losses in bad ones. Real advice from real advisors who know you.
When you call RED Seven, you get one of these three. No call centers, no assistants screening your calls. Just people who actually know your situation.
President & Founder
Jerod has spent 20 years building relationships and portfolios with the same philosophy: protect first, grow second. A Valley Center native with a passion for building things, from companies to classic cars. He brings practical wisdom to retirement planning.
CFO & CPA
John relocated to San Diego in 2000 with deep CPA experience and a mission to integrate tax strategy with wealth management. When he's not optimizing tax-deferred strategies, you'll find him cycling or swimming in the ocean. He takes the local San Diego lifestyle seriously.
Financial Planner
Born and raised in San Diego (Escondido native), Rosario brings deep local roots and a genuine passion for helping retirees protect their life's work. When he's not planning financial futures, he's watching the Padres or working out. Always thinking about the long view.
For over 20 years, we've helped families in North County San Diego protect what they've built. These three principles haven't changed since day one.
The pain of losing money hurts more than gaining it feels good. We focus on limiting losses through risk managed portfolios.
You need growth to make your money last through retirement. We balance safety with real returns so your nest egg actually grows.
Investments should work toward your goals, not the other way around. We start with a plan for your taxes, insurance, and legacy then build a portfolio that makes sense.
We follow the same process with every client. We start by understanding your goals and what matters to you, then build everything around that.
We listen first. Your goals, your family, your business, what worries you, and what you want your retirement to look like.
We build a personalized plan that covers investments, taxes, insurance, estate planning, and cash flow-all working together.
We open accounts, set up your portfolio. We handle the logistics so you don't have to.
Regular check-ins, portfolio reviews, and adjustments as your life changes. You get a real person on the phone always.
If you're getting close to retirement or already there, we help you figure out how to make your money last. We focus on creating reliable income while managing risk.
You built a successful business. Now you need someone who understands both your business and your personal finances-and how they work together.
HR leaders who take their retirement plan seriously and want a partner to help employees actually prepare for retirement-not just sign paperwork.
