John Wojciechowski
Investment Advisor Representative
- Role
- Investment Advisor Representative at Kaizen Wealth Advisors
- Location
- Glenview, IL, US
- LinkedIn followers
- 500 followers
About John Wojciechowski
My goal is to provide individual investors, families and business owners with individualized financial plans for both the present and the future. I look for solutions which reduce clients impact of inflation, taxation and raising health care cost. My focus is on protecting our client\'s wealth, preserve principal and maximize income. I am dedicated to educating clients so they may make confident decisions to help achive desired financial goals. I monitor performance, review and make necessery adjustments working with my clients to help them stay on track toward thier goals. Bilingual in English and Polish.
Experience
Investment Advisor Representative
Sep 2016 — Present · Glenview, IL
As a Investment Advisor Representative at Financial Wealth Alliance I focus on protecting our clients against next market decline by looking at strategies which preserve principal and maximize income. Also, I\'m working with disciplined investment strategy rooted in strategic and tactical asset allocation that emphasizes risk managed portfolios designed to meet specific needs and risk of our clients. As part of independent firm, I can solely focus on my clients and their needs, rather than interests of specific company\'s needs.
Education
Idaho State University
BBA
1990 — 1994
Elmhurst College
Master of Business Administration (M.B.A.)
2011 — 2013
Skills
- Driving Results
- Leadership
- Retail
- Coaching
- Merchandising
- Payroll
- Management
- Time Management
- Budgets
- Team Building
- Store Operations
- Negotiation
- Human Resources
- Hiring
- Customer Service
- Employee Training
- Sales
- Customer Satisfaction
- Training
- Leadership Development
- Profit
- New Store Openings
- Team Management
- Store Management
- P&L
- Sales Management
- P&L Management
- Inventory Management
- Employee Relations
- Succession Planning
- Inventory Control
- Income Statement
- Customer Retention
- Loss Prevention
- Customer Experience
- Visual Merchandising
- Performance Management
- Retail Sales
- Big Box
- Recruiting
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