Profile

John Kochevar, CFP®

Manager,
Kochevar Financial Planning, LLC

Contact Details

Kochevar Financial Planning, LLC
7 Beth Lee Dr
Grafton, MA 01519
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Primary: (774) 329-0849
Mobile: (774) 329-0849

Bio

I began my financial planning career in 2010 to help people navigate their ways through the complicated financial opportunities and challenges that we all face and that have important, long-lasting effects upon our lives and people who depend upon us. In 2011, I completed the financial planning certification program at Boston University and passed the CFP® certification examination. In 2012, I became a Registered Investment Adviser in the Commonwealth of Massachusetts and started Kochevar Financial Planning, LLC which offers a wide range financial planning services to clients in Massachusetts and other jurisdictions where exempted. Kochevar Financial Planning, LLC is a fee-only firm and we do not sell any financial products. Before starting my financial planning practice, I had a long career as a professor and physician.

Professional Credentials/Designations

  • CFP®

Serving Clients Living In

  • MA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • No