John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Financial Advisor
John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Kvale, CFP®, CFA®
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
John Kvale is a Dallas, TX fee-only financial planner. J.K. Financial, Inc. provides comprehensive wealth management, investment management and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Kvale is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 30 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning.
J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries. John is co-author of a Quarterly Wealth Management and Financial Planning Newsletter which is distributed to clients across the country. He actively analyzes and updates ideas and investing on $treet-¢ents.com, a community blogsite and writes regularly for Credit.com as well as Investopedia. John appeared on Wharton's Your Money, Live on Sirius Satellite Radio multiple times along with Good Morning America as the winning planner for ABC's Frugal Family Challenge, co-sponsored by USA Today.
John began his financial planning career 30 years ago in Dallas, and resides there with his wife, Pamela, and children, Sophia and Pierce.
John Kvale is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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John Kvale is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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John Kvale is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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John Kvale is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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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
Office Locations:
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8222 Douglas Ave
# 590
Dallas, TX 75225
