John W. Kamola
JW Financial Advisors LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Principal
Offering advice since: 1993
Areas of expertise:
- Annuities
- Educational Planning
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about John W. Kamola:
John is the principal of JW Financial Advisors LLC, a Registered Investment Advisory Firm.
As an independent fee-based firm, our mission is to provide personal, objective and knowledgeable advice to help you identify and clarify your goals, and create a realistic investment strategy, so you can realize your dreams.
Compensation and Fee Structures:
Compensation is hourly, by the project, or a small percentage of assets under management.
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER, Registered Tax Preparer, Certified Senior Advisor
Education:
Bachelors of Science, Clarkson University.
Masters of Business Administration, Wayne State University.
Will provide references upon request?
Yes
Contact Information for John W. Kamola
Phone: (707) 538-9012
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Address for John W. Kamola:
5656 Wild View Way
Santa Rosa, CA, 95404
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