JW Financial Advisors LLC

 
5656 Wild View Way
Santa Rosa, CA 95404
(707) 538-9012
Today: 8:00 AM to 5:00 PM
1993
john@jwfinancial.com
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
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Financial plan
Financial goal setting
401K management
Retirement planning
College planning
Financial security planning

Our Specialties: We focus on your life goals and help you achieve them.

Memberships and Associations

Certified Financial Planner Professional, Financial Planning Assoc.

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