John Kovalek

CFP®, APMA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

Background and qualification information is available at FINRA's BrokerCheck website.

Multigenerational approach

Leaving a legacy is within reach through my holistic approach to multigenerational financial planning. I collaborate with clients and their families to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.

From the beginning, I establish what our clients' families value; values that are not just from a financial or business success standpoint, but also the ways in which they desire to contribute to their communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so I thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.

Proactively taking the steps now to create a family wealth financial plan can allow my clients to become active stewards of their wealth while enjoying life now and in the future.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)