John Losen (BS, CFP®)
John Losen focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
I'm John Losen, CFP® and I am the founder of Bespoke Financial Planning, where I provide tailored planning that is uniquely aligned with your life goals. I help busy professionals, working families, and FIRE enthusiasts on their path to financial freedom. I place a strong emphasis on lifestyle design and financial independence as a way to live a meaningful life.
NAPFA Start Date
June 23, 2017
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.