Jo Ellen  Fritz,  CFP<sup>&reg;</sup> - Financial Advisor

Jo Ellen Fritz, CFP®

RICP®

Vice President

Balanced Financial Planning, Inc.

6701 W 64th St, Ste 223
Overland Park, KS 66202
FINANCIAL ADVISOR'S WEBSITE
(913) 677-1090

General

Jo Ellen Fritz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Balanced Financial Planning, Inc. in Overland Park, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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