John is the Co-Founder and Private Wealth Advisor at KFA Private Wealth Group. As both a Certified Financial Planner and Certified Public Accountant, John brings both perspectives to the table in helping you achieve your financial goals and plan for your future. Business owners, executives with equity-based compensation plans, and those looking to minimize tax liability over their lifetimes are just some of those who’ve come to count on his dual areas of expertise.John studied Financial Markets at the University of North Carolina – Chapel Hill and received a Bachelor of Arts in Economics in 2002. He co-founded KFA with his good friend and colleague Gregg Konopaske in 2008, at the time as franchise owners of Ameriprise Financial Services. Today, KFA is independent and benefits from John’s more than eighteen years of industry leadership. It’s this expertise and thought leadership that enables him and his team to provide clients with a truly unique and customized approach tailored to their specific goals and aspirationsHe is a firm believer that successful clients follow three fundamental tenants: (1) spend less than you earn, (2) prioritize investing in for your future and (3) determine what matters and spend accordingly.Specialties:- Investments- Retirement Planning Strategies- Employee Stock Options- Tax Planning Strategies- Estate Planning StrategiesTo learn more about John and KPA Private Wealth Group, please visit https://kfapwg.com.--CA Insurance License #0151951Licenses include series 7, 66, and Life and Health Insurance.Licensed in VA, DC, MD, DE, FL, GA, IL, IN, NC, NY, WVKFA Private Wealth Group is a full-service wealth management firm located in Vienna, Virginia.KFA Private Wealth Group, LLC is a SEC Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC. Member FINRA/NFA/SIPC. The Certified Financial Planner board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.see less