John Bohan, CFP®, CWS®

John Bohan, CFP®, CWS®

Wealth Advisor

John began building his financial services business after completing a Bachelor of Science degree in Business from the University of Kansas. As a Wealth Advisor of Prism Financial Group, L.L.C., which offers financial planning and investment advice on a fee-for-service basis, John has refined his approach to financial planning to accommodate both individuals and families.

John earned his certification through the International Board of Standards and Practice as a CERTIFIED FINANCIAL PLANNER™ Professional in 2011. The CFP® title is awarded to individuals who successfully complete the College for Financial Planning's rigorous academic and professional requirements. The areas of concentration include personal financial planning, risk management, investments, tax planning, retirement planning, and estate planning.

John has earned an additional professional designation as a Certified Wealth Strategist (CWS®). This program provides professional tools for in-depth analysis for development of investment strategies and estate planning techniques that will assist clients in working towards reaching their financial goals.

John has recently released his first book entitled NOT ANOTHER LECTURE 20 finbit$ of unsolicited Dad Wisdom about money.  Having worked with many families over the years and having 3 kids in their 20's with his wife Carey, John had a desire to provide a useful resource about personal finance delivered with a lighthearted tone.    

John enjoys spending time with his wife, Carey in Colorado, and his son Jack, daughters Ellie and Kate, and of course the golden retriever...Rudy.   When time permits, he also enjoys cycling, anything with a racket, and everything related to Kansas University Jayhawk Basketball.