Financial and Investment Services in Santa Rosa, CA
Financial and Investment Services
John Kamola
Masters in Business Administration (MBA) in Finance
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Founder of a Registered Investment Advisory firm
John Kamola is a CERTIFIED FINANCIAL PLANNER™ 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.
What we do: 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.
How to choose a financial advisor: When choosing a financial planner, you may find contradictory advice from commission-driven salespeople who call themselves “financial advisors,” and an overwhelming number of investment choices. It makes sense to get independent guidance from a local Santa Rosa firm that is required, by law, to put your interests first
707-538-9012
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Worldwide > United States > Santa Rosa, CA > Financial and Investment Services