Advisors at this firm
Patrick A
CFP®, Series 65
Columbus, IN
WWA Planning & Investments
Patrick Andrews is a CFP® with four years of experience in financial advising at WWA Planning & Investments. Before joining WWA Planning & Investments in 2021, he worked at Cummins, Inc for eight years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm uses an evidence-based planning process integrated with portfolio management and offers services such as ESG screening, retirement readiness appraisals, and community educational seminars.
Jalene H
CFP®, Series 65
Columbus, IN
WWA Planning & Investments
Jalene Hahn is a CFP® professional with 21 years of experience in financial advising, currently working at WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as a registration agent for a dormant LLC in an unpaid capacity. WWA Planning & Investments is a fee-only advisory firm that serves individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and educational workshops, with an evidence-based planning process integrated with portfolio management and optional ESG screening.
Andrew P
Series 65
Columbus, IN
WWA Planning & Investments
Andrew Pajakowski is a financial advisor at WWA Planning & Investments with five years of industry experience. He holds a Series 65 designation and previously worked at Cummins, Inc. for 25 years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides targeted services for clients nearing retirement.
Megan R
Series 65
Columbus, IN
WWA Planning & Investments
Megan Rynearson is a financial advisor at WWA Planning & Investments with Series 65 credentials and one year of industry experience. Prior to joining WWA Planning & Investments, she worked at Cummins, Inc. and held various roles at Ford Motor Company and Purdue University. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm offers comprehensive financial planning and portfolio management with an evidence-based approach that includes ESG screening and community educational seminars.
