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John Kvale

CFA®, CFP®, FPA
J.K. Financial, Inc
Dallas, TX
A Total Wealth Practice
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Meet John

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I'm not a Broker - John Kvale
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Your Life on 1 Page - John Kvale
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No Hidden Fees - John Kvale
Video Transcripts

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 22 years of industry experience is currently the president of J.K.Financial, a fee only financial planning and wealth management firm. J.K. Financial specializes in wealth management, adhering to unique approaches to investing in the capital markets. The company has a global presence, serving individual and institutional clients across the United States as well as several foreign…

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 22 years of industry experience is currently the president of J.K.Financial, a fee only financial planning and wealth management firm. J.K. Financial specializes in wealth management, adhering to unique approaches to investing in the capital markets. The company has a global presence, serving individual and institutional clients across the United States as well as several foreign countries. John is co-author of a Quarterly Wealth Management and Financial Planning Newsletter which is distributed to clients and investors across the country. He actively analyzes and updates ideas and investing on $treet-¢ents.com, a community blogsite. John appeared on Good Morning America as the winning planner for ABC's Frugal Family Challenge, co-sponsored by USA Today. He recently concluded a term as president for the CFADFW Society, the local society in Dallas representing the CFA Institute. John began his financial planning career 24 years ago in Dallas, and resides there with his wife, Pamela, and children, Sophia and Pierce.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
College planning
Estate planning
Insurance management
Lgbt services

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
Other post-graduate
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