John Fennig
Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ PRACTITIONER
CPA CERTIFIED PUBLIC ACCOUNTANT
Memberships
MEMBER, AMERICAN INSTITUTE OF CPAS
MEMBER, AICPA’S TAX DIVISION
Phone
Fax
John Fennig
Qualifications
Years of Experience
John Fennig is the founder and a private wealth advisor of 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.
“Not everything that counts can be counted, and not everything that can be counted counts.”
—WILLIAM BRUCE CAMERON
After studying Financial Markets from the University of North Carolina – Chapel Hill with a bachelor of arts in Economics in 2002, John began his career at American Express Financial Advisors, first as an advisor, but quickly moving up the ranks to advisor coach and district manager. In 2008, he moved from leadership to franchise owner at Ameriprise Financial Services. Today, KFA is independent and benefits from John’s more than twenty-one years of industry leadership. It’s this expertise and thought leadership that enables him to provide clients with a truly unique and customized approach tailored to their specific goals and aspirations
He 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.
John is a proud father and husband and an active member of the community.