JW Financial Advisors LLC is a Registered Investment Advisory Firm in Santa Rosa, CA
John Kamola, MBA is a Certified Financial Planner and founder of JW Financial Advisors LLC, a Registered Investment Advisory firm located in Santa Rosa, California. We help families and small business owners identify their life goals, translate them into financial goals, create a financial plan to meet those goals, and help them stay on track until their goals are accomplished.
As a member of a Registered Investment Advisory firm, we don't sell investment products. JW Financial Advisors is 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.
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 in a comprehensive analysis of your current situation. We help you identify and prioritize your financial goals, and work with you to develop a Financial Plan that provides a path to meeting your goals. Call us for a consultation to see if we can help secure your financial future!
Keywords: Certified Financial Planner, financial advisor, financial planner, Registered Advisory Firm, fee-only advisor, retirement planning, financial goals, how to choose a financial advisor, how to manage your 401k, how to save for college, longterm investment strategy
Interview Q&A
How long have you been in business?
I have been doing personal financial planning for over 20 years. I established my Registered Investment Advisory Firm in 2007.
What is your primary product or service?
My primary service is helping individuals and small businesses obtain the things they want out of life. We do this by working together to build a comprehensive Financial Plan...that keeps them on track so they can achieve their dreams.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Because of my engineering background, I have always been interested in optimizing situations. I believe the best way to help people is by showing them how they can optimize their personal financial situation, and thereby enjoy a better life.
How do you differentiate yourself from other businesses in your category and area?
Every client has a unique story. Many financial advisors tend to categorize their clients, and then place them in a predefined group with a predefined portfolio or financial plan. I take the time to understand the details of each client's situation, and then create a custom plan to help them achieve their goals and dreams.
Which areas do you service?
My practice focuses on two financial planning areas...small businesses, and people who will be retiring during the next 15 years, who want to maximize their investment results to provide a secure retirement.
What is the best compliment anyone can give you?
My clients tell me that, because of the Financial Plan that we built together, they no longer worry about whether they will have enough money to obtain all the things they want out of life.
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