Santa Rosa Financial Advisor

Expert Financial Guidance Here in Santa Rosa

  • Have you wondered where to go in Sonoma County to get good, honest, unbiased financial advice?
  • Are you wondering how to go about selecting a respected Santa Rosa financial advisor for this important role?
  • Worried about how to find that right person who you can trust to help you take the reins on your financial future?

John Kamola, Santa Rosa Certified Financial Planner

John is a longtime Santa Rosa resident, an independent financial advisor, CERTIFIED FINANCIAL PLANNER™ and founder of JW Financial Advisors LLC, a Registered Investment Advisory firm based in Santa Rosa, California. He takes pride in offering informed financial guidance for people who want to ensure that they can meet their life goals through good financial planning.

If you need help planning for retirement or college, investing in stocks, bonds, exchange traded funds (ETFs), mutual funds, commodities, or real estate, John Kamola and JW Financial are well qualified to assist. Read more about John.

In Santa Rosa To Stay

Sonoma county vineyards Santa Rosa CA

Image source: Bigstock @Hank Shiffman

If you are a Sonoma County resident, this view will look very familiar. Santa Rosa has a small town feel even though it’s the largest city north of San Francisco,  the county seat for Sonoma County. The area is very well known for its thriving wine industry, productive farm country, redwood forests, rivers, lakes and ocean. As Sonomacounty.com puts it, “the vibrant City of Santa Rosa blends the pleasures of urban culture with the romance inherent in its beautiful countryside.”

Choose a Local Sonoma County Financial Advisor

John’s approach is to help clients determine what things are most important to them, to identify life goals, and to translate them into financial goals.

See How To Choose a Financial Advisor for more.