Certified Financial Planner CFP®


What Is a Certified Financial Planner?

“The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.*”

John Kamola — MBA, CFP®

I’m a financial advisor and a Certified Financial Planner™ licensed by the Financial Planning Association (FPA). A CFP® is held to high ethical standards and required recertification every two years. As a Registered Investment Advisory firm, our focus is on our clients’ financial success — we aren’t paid commissions to recommend any particular investments for our own gain. Our only goal is to help you secure your financial future.

Friendly, Ethical Financial Advice

John is an experienced financial advisor who can help you identify your goals, translate your life goals into financial goals, create a financial plan to meet your goals, and help you stay on track until you reach them.

Longterm Financial Planning

The sooner you start planning, the better! We analyze and evaluate your current situation and recommend a plan of action, with alternatives for how you can go forward with confidence to meet your life goals. We can help you set realistic financial goals to plan for retirement or other life goals. Then as economic conditions change, we help you stay on track to assure that your plan is working.

Planning Your Retirement?

This is the financial question most-asked: “When can I afford to retire?” Will your income sources and investments provide enough cash to support the lifestyle you want to have? Deciding when to retire and how to plan for retirement financially is probably one of the most important financial decisions you will ever make. Take the fear out of that decision by getting sound advice from a professional.

*Source: Wikipedia