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JW Financial Advisors
JW Financial Advisors helps families and small business owners through a process that aligns their dreams and goals with practical reality. The firm helps...
Overview
JW Financial Advisors helps families and small business owners through a process that aligns their dreams and goals with practical reality. The firm helps identify life goals, translate them into financial goals, create a financial plan to meet those goals, and help clients stay on track. It is a local Santa Rosa firm and Registered Investment Advisor that provides independent guidance and is required by law to put clients' interests first.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Santa Rosa
Principals
John Kamola
John Kamola
MBA, CFP®, founder and Registered Investment Advisor
Frequently asked questions
What is the minimum asset threshold for clients of JW Financial Advisors?
No minimum asset threshold is publicly documented. Many RIAs serving high-net-worth individuals set minimums between $500,000 and $5 million, but this firm's specific requirement is unknown.
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