John A. Kvale, CFA, CFP®
John Kvale is the founder of J.K Financial, a fee-only financial planning and wealth management firm based in Dallas, TX. John started practicing financial planning in 1998 at a large public institution and achieved his CFP® designation in 1994. John is also an active holder of the CFA designation, and works with clients on selecting low cost mutual funds, individual equities, and bonds for client portfolios. John is an active member with the following organizations:
- Financial Planning Association (FPA)
- Dallas Forth Worth Financial Planners Association
- CFA Institute
- CFA Society of Dallas Fort Worth
- Dallas Athletic Club member
John currently resides in Dallas, TX with his wife Pamela, daughter Sophia, and son Pierce.
Posts by John A. Kvale, CFA, CFP®:
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Tax Preparer Beware – The One Feature To Avoid,
Mar 09, 2010
[ Tax Planning ]
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One Way to Maximize Your Tax Benefits,
Mar 02, 2010
[ Tax Planning ]
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Fed DISCOUNT Rate Increased,
Feb 19, 2010
[ Investing Strategies ]
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A Dozen Common Tax Mistakes That May Cost You Money (Part Two),
Feb 18, 2010
[ Featured | Tax Planning ]
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A Dozen Common Tax Mistakes that May Cost You Money (Part One),
Feb 16, 2010
[ Featured | Tax Planning ]
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A Structural Trifecta For The Capital Markets To Digest,
Jan 23, 2010
[ Investing Strategies ]
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Would you rather have an 8% annual return over a 15%? Maybe!,
Jan 12, 2010
[ Investing Strategies ]
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New Year’s Resolution Time,
Dec 29, 2009
[ Banking & Budgeting | Family Finances ]
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Puzzling Money Flows From Investors,
Dec 11, 2009
[ Investing Strategies ]
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What the Proposed Estate Tax Exemption Law Could Mean,
Dec 04, 2009
[ Tax Planning ]
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