Kowal Investment Group has Joined Creative Planning​

John White

CFP®, CLTC®

John White joined Kowal Investment Group in 2018. He graduated with a Bachelor’s degree in Business from Carroll University and has a New Zealand Diploma in Business and Management from the Nelson Marlborough Institute of Technology. He also previously passed his securities exams as well as his life insurance/annuities license.

John developed an interest in investing and helping people from a young age. As he worked his way through banking as a teller, then new accounts, to mortgage origination and finally into wealth management. He quickly began to realize the impact a financial strategy can have on someone’s future. John’s career path has given him a wide range of experience on how people interact with money, which helps him to understand why people make the financial decisions that they do. He believes all of this helps him be the best financial professional for his clients that he can be. John’s philosophy on financial planning is “if you can’t predict the future, you must prepare for it”.

John and his wife live in Pewaukee, Wisconsin and have two boys. In his spare time, John enjoys spending time with his family, reading and golfing.