Advisor profile


My approach

John Kovalek - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

John Kovalek - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Christian Financial Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, Series 66 and Life and Health Insurance

Education

  • BA in Business, California State University Sacramento, 2002-2006
  • Concentration in Finance and Risk Managment

Interests

  • Camping, hiking, wine tasting, cooking, and golf.
  • Archery, big game hunting and mountain biking.
  • Traveling with my family.
  • Sign Language.
  • Spending time with friends and family.

Community participation

  • Agape International Missions
  • Sacramento State Alumni Association Business Chapter
  • Nor Cal Services for deaf and hard of hearing
  • 3 Strands
  • SPCA

Awards & recognition

  • Five Star Wealth Manager, 2019-2020

Professional associations

  • Developmental Disabilities Service Organizaion -DDSO