Masters in Business Administration (MBA) in Finance
CERTIFIED FINANCIAL PLANNER™ Certificant
Founder of a Registered Investment Advisory Firm
John Kamola is a CERTIFIED FINANCIAL PLANNER™ Certificant and founder of JW Financial Advisors LLC, a Registered Investment Advisory firm located in Santa Rosa, California. John is well prepared for his role, having obtained his MBA degree in Finance from Wayne State University. If your interests include investing in stocks, bonds, exchange traded funds (ETFs), mutual funds, commodities, or real estate, John Kamola and JW Financial are qualified to assist you.
Honest Financial Advice: We Are a Registered Investment Advisory Firm
What is a Registered Investment Advisory firm? As a member, by law we don’t sell investment products. We’re not obligated to any third-party investment company. Our only obligation is to our clients, and we are truly objective in our recommendations. By law, we are a fiduciary to our clients, meaning that our fundamental obligation is to act in their best interests. We work on an hourly or project basis for comprehensive planning, to help our clients achieve their financial goals.
What goal is most important in your life?
Our approach to financial planning is to first determine what things are most important to our clients.Life goals are identified, clarified, and then translated into financial goals. From there, We develop a personalized Financial Plan, including a timetable for successful completion, and help clients stay on track until their goals are reached.
Start by Choosing the Right Financial Planner for You
JW Financial Advisors LLC is a Registered Investment Advisor with the State of California. JW Financial Advisors LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on services. Any communications with prospective clients residing in states or international jurisdictions where JW Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.