John Kennedy, CFA

Mariposa Capital Management is a boutique investment advisory firm located in Los Angeles, CA, dedicated to providing thoughtful, evidence-based investing strategies for individuals and families. The firm focuses on personalized investment solutions, aiming to help clients effectively manage their portfolios, including complex situations like multiple brokerage accounts, retirement accounts, and restricted stock units. With a commitment to research and a disciplined approach, Mariposa employs strategies such as value and momentum investing to enhance client portfolios. The firm also emphasizes the role of bonds as a stabilizing force in investment strategies, particularly in today's low-yield environment. Generated from the website

Charles Bogue Insurance Agency, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.