JK Financial Planning, Inc. is a proud member of the following financial planning organizations and adheres to their standards of professional excellence and integrity:
The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. Learn more at www.cfp.net
The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. Learn more at www.napfa.org
The Garrett Planning Network is an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. Learn more at
Call or email Jeff today to learn more or schedule a complimentary, no obligation Get-Acquainted meeting.
Jeff Kostis, President
Certified and experienced, Jeff shares his insight to help educate each client.
- CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
- CERTIFIED FINANCIAL PLANNER™, 2008
- CPA/PFS, 2008; CPA, 1995
- Master’s degree in Accounting, University of Texas, 1993
- Graduate of Bradley University, 1991