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John K

Series 63, Series 66

San Jose, CA

Financial Planning Consultants, LLC

John Kawamoto is a financial advisor at Financial Planning Consultants, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and serves as a managing partner and CPA at Petrinovich, Pugh & Company, LLP, an accounting firm. Kawamoto is also involved in life insurance businesses as a shareholder. Financial Planning Consultants, LLC provides advisory referral services by introducing clients to independent third-party investment advisers. The firm does not manage client accounts directly but facilitates connections and disclosures regarding potential conflicts, receiving referral fees from the advisers it recommends.

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