JW Financial Advisors
John Kamola, Independent CFP® Professional
JW Financial Advisors helps families and small business owners through a process that aligns their dreams and goals with practical reality. We help identify your life goals, translate them into financial goals, create a financial plan to meet those goals, and help you stay on track until your goals are accomplished.
When choosing a financial planner, you may find contradictory advice from commission-driven salespeople who call themselves “financial advisors,” and an overwhelming number of investment choices. It makes sense to get independent guidance from a local Santa Rosa firm that is required, by law, to put your interests first.
Call (707) 538-9012 or email for a free consultation.
What’s on Your Financial Wish List?
John Kamola, MBA, CFP®
John’s only loyalty is to the best interest of his clients. He is a CERTIFIED FINANCIAL PLANNER™ with an MBA in Finance, the founder of JW Financial Advisors, and a Registered Investment Advisor with the State of California.
Services & Fees
• Comprehensive Planning
• Hourly Consulting
• Investment Management
Let’s Start Planning Your Future
Brokers vs. Registered Investment Advisors
What’s the difference? Most people aren’t aware that there are two different types of financial advisors. Should you choose a Broker or a Registered Investment Advisor and what difference will it make in the recommendations you receive?
Brokers & Registered Investment Advisors — What’s the Difference?
Six Steps
to a Financial Plan
The financial planning process: Our planning process follows the CFP® Board (Certified Financial Board of Standards) Model. This ensures that best practices are being followed for competent and ethical personal financial planning.
Six Steps to a Financial Plan
10 Questions to Ask Your Financial Planner
Here are tips to help you find a financial advisor, whether you are a first time or an experienced saver and investor. But be careful! The term “financial planner” is used by many financial professionals who aren’t necessarily qualified to advise you.