What Is a Certified Financial Planner?
“Certified Financial Planner (CFP®)” is a professional certification mark for financial planners awarded by the Certified Financial Planner Board of Standards (CFP Board). This board is one of 26 organizations affiliated with the Financial Planning Standards Board (FPSB), the global owner of the CFP mark outside of the United States. Candidates must qualify to use this label by meeting education, examination, experience and ethics requirements, and by paying an ongoing certification fee.
John Kamola — MBA, CFP®
I am a financial advisor and a Certified Financial Planner™ licensed by the Financial Planning Association (FPA). I qualify for the CFP® label by maintaining maintain high ethical standards and earning recertification every two years.
Beyond that, my firm JW Financial Advisors LLC is a Registered Investment Advisory firm. This means we are focused only on our clients’ success. We don’t earn commissions by recommending investment products for our own gain. Our only obligation is to help you secure your financial future.
Friendly, Ethical Financial Advice
My job is to help you create your own plan for the future you want. As an experienced financial advisor, I help clients identify their goals, translate their life goals into financial goals, create a financial plan to meet those goals, and help them stay on track until they reach them.
Longterm Financial Planning
The sooner you start planning, the better! First, we analyze and evaluate your current situation and recommend a plan of action. We look for alternatives for how you can go forward with confidence to meet your life goals. During this analysis, we can help you set realistic financial goals to plan for retirement or other goals. Then we help you stay on track to assure that your plan is working as economic conditions change and adjust your plan if necessary.
Planning Your Retirement?
The most-asked financial question is this:
“When can I afford to retire?”
Will your income sources and investments provide enough cash to support the lifestyle you want during retirement? Deciding how to plan for retirement financially and deciding when to do it 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!