Johnathan Komich, Cfa

Johnathan Komich, Cfa Email and Phone Number

Helping CPAs and Enrolled Agents create new sources of revenue, deepen their client relationships, and enhance their client experience. @ Komich Capital Advisors
Johnathan Komich, Cfa's Location
Stony Brook, New York, United States, United States
Johnathan Komich, Cfa's Contact Details

Johnathan Komich, Cfa work email

Johnathan Komich, Cfa personal email

n/a
About Johnathan Komich, Cfa

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

Johnathan Komich, Cfa's Current Company Details
Komich Capital Advisors

Komich Capital Advisors

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Helping CPAs and Enrolled Agents create new sources of revenue, deepen their client relationships, and enhance their client experience.
Johnathan Komich, Cfa Work Experience Details
  • Komich Capital Advisors
    President
    Komich Capital Advisors Jun 2021 - Present
    Komich Capital Advisors helps families, businesses, and individuals grow and preserve wealth through custom investment strategies.
  • Eaton Vance
    Vp, Global Trader
    Eaton Vance Oct 2017 - Jan 2021
    Boston, Ma, Us
  • Eaton Vance
    Associate Global Portfolio Analyst
    Eaton Vance Apr 2016 - Oct 2017
    Boston, Ma, Us
  • Eaton Vance
    Global Portfolio Associate
    Eaton Vance Apr 2015 - Mar 2016
    Boston, Ma, Us
  • Eaton Vance
    Internal Wholesaler
    Eaton Vance Jul 2011 - Mar 2015
    Boston, Ma, Us
  • Eaton Vance
    Mutual Fund Operations Rep
    Eaton Vance Apr 2010 - Jul 2011
    Boston, Ma, Us
  • Pioneer Investments
    Customer Service Representative
    Pioneer Investments Oct 2009 - Mar 2010
    Boston , Ma, Us
  • Linedata
    Intern
    Linedata Jun 2009 - Sep 2009
    Neuilly Sur Seine, Paris, Fr

Johnathan Komich, Cfa Skills

Investments Mutual Funds Series 7 Bloomberg Financial Modeling Alternative Investments Equities Fixed Income Asset Allocation Investment Strategies Series 63 Series 6 Series 66 Series 79 Asset Management Portfolio Management Securities Foreign Exchange Options Foreign Exchange Trading Capital Markets Python Greeks Analytical Skills Fx Swaps Fx Spot Interest Rate Derivatives Interest Rate Risk Management Interest Rate Hedging Interest Rates Presentation Skills Fx Derivatives Derivatives Credit Default Swap Mathematical Modeling Interest Rate Swaps Quantitative Research

Johnathan Komich, Cfa Education Details

  • The Johns Hopkins University
    The Johns Hopkins University
    Economics
  • St. John'S Prep
    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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