Johnathan Komich, Cfa Email and Phone Number
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Johnathan Komich, Cfa personal email
Elevate Your CPA or EA Practice Through A KCA Partnership that will Create New Sources of Revenue At Komich Capital, we believe in the power of partnership to unlock unprecedented growth and profitability for CPA and EA practices. By combining our expertise with your established services, we create synergies that not only enhance your offerings but also introduce new sources of recurring revenue. If you are a CPA or Enrolled Agent, ask yourself if you’d like to grow in the following areas: ❌ Expanding Services: Do I need to broaden my offerings to include advanced financial planning or digital asset management to meet client expectations?❌ Client Relationship Enhancement: Could enhanced services help me retain clients and attract new business by fostering loyalty and satisfaction?❌ Tax Planning Collaboration: Am I relying on clients to execute the advice I give them, or could I ensure better outcomes by partnering with an RIA to execute for them instead?❌ Practice Future-Proofing: Have I built robust strategies for succession and growth to secure the legacy of my practice for years to come?As an RIA and CFA Charterholder, I have the legal and moral obligation to always act in my clients’ best interest and be radically transparent about fees, compensation, and potential conflicts of interest. Similarly, our tax professional partnership model is built on trust, transparency, and a deep understanding of the tax professional landscape:✅ Revenue Sharing Model: Our innovative partnership model includes revenue-sharing, ensuring that our success is also your success.✅ Client Service Excellence: Enhance your client relationships with our collaborative approach, providing comprehensive solutions that exceed expectations, all while remaining the primary relationship with the client.✅ Sophisticated Investment Solutions: Take advantage of our expertise in tax efficient planning and investing to deliver unparalleled value to your clients.✅ Strategic Planning for the Future: Together, we'll craft plans that not only protect, but also enhance the value of your practice.Our partnership model is designed for CPAs and Enrolled Agents seeking a collaborative relationship that drives mutual financial success. By combining our strengths, we offer a path to growth and profitability that traditional consultancy models can't match.🔑Our Goal: Elevating your Practice and Maximizing Client Value.• Calendar: calendly.com/komichcapital/30-minute• Phone: 631-260-1153• Email: jkomich@komichcapital.com
Komich Capital Advisors
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PresidentKomich Capital Advisors Jun 2021 - PresentKomich Capital Advisors helps families, businesses, and individuals grow and preserve wealth through custom investment strategies. -
Vp, Global TraderEaton Vance Oct 2017 - Jan 2021Boston, Ma, Us -
Associate Global Portfolio AnalystEaton Vance Apr 2016 - Oct 2017Boston, Ma, Us -
Global Portfolio AssociateEaton Vance Apr 2015 - Mar 2016Boston, Ma, Us -
Internal WholesalerEaton Vance Jul 2011 - Mar 2015Boston, Ma, Us -
Mutual Fund Operations RepEaton Vance Apr 2010 - Jul 2011Boston, Ma, Us -
Customer Service RepresentativePioneer Investments Oct 2009 - Mar 2010Boston , Ma, Us -
InternLinedata Jun 2009 - Sep 2009Neuilly Sur Seine, Paris, Fr
Johnathan Komich, Cfa Skills
Johnathan Komich, Cfa Education Details
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The Johns Hopkins UniversityEconomics -
St. John'S Prep
Frequently Asked Questions about Johnathan Komich, Cfa
What company does Johnathan Komich, Cfa work for?
Johnathan Komich, Cfa works for Komich Capital Advisors
What is Johnathan Komich, Cfa's role at the current company?
Johnathan Komich, Cfa's current role is Helping CPAs and Enrolled Agents create new sources of revenue, deepen their client relationships, and enhance their client experience..
What is Johnathan Komich, Cfa's email address?
Johnathan Komich, Cfa's email address is jk****@****nce.com
What schools did Johnathan Komich, Cfa attend?
Johnathan Komich, Cfa attended The Johns Hopkins University, St. John's Prep.
What skills is Johnathan Komich, Cfa known for?
Johnathan Komich, Cfa has skills like Investments, Mutual Funds, Series 7, Bloomberg, Financial Modeling, Alternative Investments, Equities, Fixed Income, Asset Allocation, Investment Strategies, Series 63, Series 6.
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