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