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Johnny A Kovalek, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Johnny A Kovalek

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
WisdomPEAK Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 21 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Christian Financial Strategies
  • Family Finances
  • Small Business
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Awards & recognition

  • Five Star Wealth Manager, 2019-2024
  • Ameriprise Client Experience Award, 2021

Professional associations

  • Developmental Disabilities Service Organizaion -DDSO

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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

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.

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

The Five Star Wealth Manager award (the “FSWM award”) is administered by Crescendo Business Services, LLC (dba Five Star Professional). Data for the FSWM award was gathered during the current or prior year. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase marketing materials from Five Star Professional, including additional profile ad space or promotional products. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory, complaint, employment, bankruptcy and felony review (as defined by Five Star Professional); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Noninstitutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. For more information on the FSWM award and the research/selection methodology, go to https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf. FSWM award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. The FSWM award does not evaluate the quality of services provided and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected Five Star Wealth Managers will be awarded this accomplishment by Five Star Professional in the future. For more information about FSWM market research statistics, go to https://www.fivestarprofessional.com/wmdisclosures.