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Since 1979, when President John Grace founded Investor’s Advantage Corporation in Westlake Village, California, we have prided ourselves on our resolve not take the same old Investment Approach as many companies in the “Financial Planning” industry. As one of the only firms in Conejo Valley paying for independent research, we work based on mathematical probabilities that relate to our client’s specific financial positions within the scope of the entire global financial marketplace. This independent research is one of the cornerstones of our Investment Strategy that helps investors see the larger picture to make appropriate and informed decisions.

John Grace, a Registered Principal with Securities America, Inc., is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and Trustee of the Ventura County Council of the Boy Scouts of America; a former Board Member and Finance Committee Member of the El Camino College Foundation in Torrance; a former Trustee of the California Lutheran Educational Foundation at California Lutheran University in Thousand Oaks; a former Charter Member of the American Heart Association Ventura County Chapter; a past Executive Board Member of the Westlake Village Chamber of Commerce; and Past President of the Rotary Club of Westlake Village Sunrise. Due to his Knowledge and experience, John is a frequent lecturer on financial matters and has been retained to conduct workshops for colleagues, corporations, and various colleges, universities, and adult education programs, in addition to participating as a regular Keynote Speaker for Junior Achievement events around Southern California.

Daniel Medina, who attended Cal Lutheran University, and graduated with a degree in business and a minor in mathematics all while working four jobs and five internships, was primed for success when he joined Investor’s Advantage in 2007. With a background in project management and an ambition personality, Daniel quickly advanced from his initial role as an admin within the company to office manager. However, Daniels new responsibilities, overseeing the daily operations of Investor’s Advantage, was not enough to stop this hard-working individual from going over and beyond. Daniel, an advent poker player, has worked with Investor’s Advantage to raise money for several charities, including the Wounded Warriors Project, YMCA, and Westlake Village Sunrise Rotary, through a series of community poker tournaments. Daniel has been an invaluable asset to the Investor’s Advantage team and continues to make an enormous impact on the company and the communities we serve.

The Proof is in the Planning®

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