John Koenig, CFP®, CPA
SENIOR Wealth Advisor | partner
John Koenig, CFP®, CPA, is a senior wealth advisor and partner at Capstone Financial Advisors. In his role, he provides financial planning services for high-net-worth individuals, their families, and their businesses.
As your financial planner, John works to help remove stress from your financial life by giving you confidence that your decisions will put you in the best position to achieve your financial goals.
“I truly enjoy working with people and making a direct impact on their quality of life. My clients know they can rely on me to provide the technical skills, analysis, and knowledgeable advice that will support them as they navigate many situations.””
Invested in your future
John knows his clients value having a personal relationship instead of a transactional one. That begins with gaining an understanding of a client’s goals by listening carefully and respectfully.
“When getting to know a client, I have many conversations so I can learn about their past experiences, their priorities, and what they value most. As we understand their goals, we can emphasize short- and long-term goals, and shift them as priorities change,” John says.”
Building community
John believes in the importance of building and maintaining a community. Over the last few years, he’s focused on his professional endeavors, including finishing graduate school while still working full time. Now, he looks forward to supporting local organizations and sharing his time, talents, and resources with others.
John is CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Public Accountant (CPA). He is also a member of The American Institute of Certified Public Accountants (AICPA). John earned his Bachelor of Business Administration in Finance from The University of Iowa – Tippie College of Business. Then, he went on to earn a Master of Science in Accountancy from The University of Illinois at Urbana-Champaign – Gies College of Business.
John's Perspectives
