J.K. Financial, Inc.
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
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.
Recently John co hosted Sirius Satellite Radio, Wharton Universities “Your Money” nationwide talk show, accepting live calls across the nation and providing on the spot, Financial Planning answers. 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.
View John Kvale's Videos on Vimeo, From Guidevine.com
John Kvale is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
J.K. Financial, Inc. is a Comprehensive Financial Planning and Wealth Management firm that acts as a fiduciary for clients. As a Fee Only firm, it does not accept commissions. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP® designee, with 24 years of experience.
A TOTAL WEALTH PRACTICE
Most of our clients are career driven professionals or executives, many of whom are women that have accumulated wealth but are challenged with balance of time in their personal life. As a result their finances often fall to the wayside. As a coordinator, and sometimes coach, we have seen that it does not matter how they created their wealth they all have the same three similar problems.
- How do I simplify the process?
- How do I keep my wealth safe?
- Can I sustain my lifestyle?
As a result of working with clients over the past 20 years we implement the following three items:
1. Create their simple lifestyle plan
2. Implement our safe money wealth strategy
3. Begin our total wealth concierge for them
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Kvale is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
John Kvale is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
John Kvale is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
John Kvale is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact John Kvale
8222 Douglas Ave
Dallas, TX 75225