Capstone Financial Advisors is pleased to announce the addition of John Koenig, CFP® as a Financial Planner. In his role, John will work with Capstone’s Senior Wealth Advisors to assist in the development and implementation of customized financial plans and advice for clients.
John is originally from Minnesota and earned his Bachelor of Arts in Finance from the University of Iowa – Tippie College of Business. John is a CERTIFIED FINANCIAL PLANNER™ certificant. Currently, John is pursuing a Master of Science in Accountancy part-time at the University of Illinois – Gies College of Business. He is a member of the American Institute of CPAs.
In addition to his strong educational background, John brings comprehensive financial planning experience to Capstone from his previous position at Heritage Wealth Architects, an RIA firm based in St. Paul, Minnesota. In his prior role, John helped manage over sixty individual and small-business client relationships.
John believes in the importance of tailoring comprehensive financial plans to each individual client. He is eager to apply his knowledge and skills to help Capstone clients achieve their long-term financial goals. We are excited to have John as part of our growing team!
Capstone Financial Advisors is an independent financial advisory firm built on a foundation of personalized client service. Our team of experienced professionals is committed to helping our clients enhance their financial success and strive to achieve their dreams. The core of our client service structure is our Service Teams, consisting of Wealth Advisors, Financial Planners, and Client Service Specialists.