Financial AdvisorsProfessional Financial & Tax Guidance
Delivering clear guidance, personalized strategies, and dependable support to help you make confident decisions every step of the way.
*The financial figures shown in these graphics are hypothetical examples and do not represent any specific situation. Your results may vary. Asset allocation cannot guarantee a profit or protect against loss.
Member FINRA / SIPC
Who We AreBuilt Around Your Life,
Not Just Your Numbers.
At Winn Financial & Tax Services, we provide comprehensive financial and tax solutions built around one purpose; helping individuals, families, and businesses throughout Redding, Anderson, Red Bluff, and Chico build, preserve, and pass on the wealth they've worked hard to create.
Whether you're approaching retirement, navigating a complex tax year, or shaping a legacy for the next generation, we are here to guide you with honesty, clarity, and care.
Financial Services
Personalized retirement, investment, and family wealth stategies built around your life — with steady guidance at every step.
Tax Services
Year-round tax planning, individual filing, business taxes, and trust taxation — all designed to minimize your tax burden and align with your broader financial picture.
Our ServicesA Full Suite of Services, Under One Roof.
From your first investment to your family's legacy, we offer a full suite of financial, investment, estate, and tax services so every part of your financial life works together.
Meet Winn Financial & Tax ServicesOne Advisor, Your Complete Financial Picture.
John Winn has spent more than 15 years helping individuals, families, and businesses across Northern California make confident decisions about their financial futures. He began his career in financial services in 2010 and built his practice steadily over the years, advising clients across the region before establishing Winn Financial and Tax Services as a fully independent practice.
In 2017, John joined Rubicon Advisors and LPL Financial, giving his clients access to a broader range of investment options and the flexibility to receive truly personalized advice. Over the past three years, his practice has grown rapidly, serving families and businesses throughout Redding, Anderson, Red Bluff, Chico, and beyond.
What sets John apart is not just his credentials or his experience. It is the care he brings to every client relationship. He takes time to understand what matters most to you, where you want to go, and what could get in the way. From there, he builds a plan that is clear, flexible, and built around your life, not a template.
When he is not in the office, John enjoys golfing and camping with his son Ayden.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The Team Behind Your Plan.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
John Winn
Wealth Management Advisor
16+ years of experience in financial planning, investment management, and tax services. John works with individuals, families, and businesses throughout Northern California to build plans that are clear, flexible, and built for the long term.
Mary McCollum
Office Manager
Mary keeps Winn Financial and Tax Services running smoothly for every client. From scheduling and follow-up to making sure nothing falls through the cracks, Mary is your first point of contact and the person who makes sure your experience is always a good one.
Why Winn FinancialGuidance You Can Build Your Future On.
We're not a call center or a national chain. We're your neighbors in Redding, where you'll always speak with someone who knows your name, your family, and your goals.
Transparent
Honest, clear advice — always in your best interest, never just ours
All-Inclusive
Financial planning and tax services working together under one roof
Licensed
LPL Financial Member FINRA/SIPC & Rubicon Advisors RIA
Integrated Services
Financial planning, investments, estate planning strategies, and taxes — coordinated together so everything is aligned
Whole-Picture Thinking
Every recommendation connects back to your complete financial picture, not just one piece of it
Get in TouchLet’s Start the Conversation.
Have a question about your retirement, your taxes, or your family's financial future? We’d be glad to hear from you. At Winn Financial & Tax Services, we believe you deserve honest, straightforward advice from someone who treats their goals like his own. Contact our team to see how we can help you move forward with confidence.
Redding, CA 96002
Chico, CA 95928
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.