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John K

CFP®, Series 66

Winter Park, FL

Twinleaf Financial Advisors

John Kann is a CFP® with eight years of industry experience, currently serving as the sole advisor at Twinleaf Financial Advisors. He previously worked at Virtus Financial Partners, Principal Life Insurance Company, Principal Financial Services, and Stan Stewart. Kann is also a licensed insurance agent and dedicates significant time to insurance-related activities. Twinleaf Financial Advisors primarily serves individual clients by providing portfolio management, financial planning, and consulting for employer-sponsored retirement plans. The firm employs a multi-faceted investment approach using quantitative, fundamental, technical, and economic analysis, and offers insurance services along with educational seminars on financial topics.

Passive / index investing Wealth management Debt management Retirement income strategy
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