John K. Siegel,  CFP<sup>&reg;</sup> - Financial Advisor

John K. Siegel, CFP®

Wealth Manager

Willis Johnson & Associates

5847 San Felipe, Suite 1500
Houston, TX 77057
(713) 439-1200 CONNECT WITH John
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General

John Siegel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Willis Johnson & Associates in Houston, TX and the surrounding communities.

Financial Advisor Overview

Focused on strategic financial frameworks for family wealth management and legacy planning.

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Financial Advisor Experience

Certified Financial Planner™ (CFP®) advisor to corporate executives and business owners. Specialties in taxation, estate, and pre-retirement and post-retirement strategies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

John Kenneth Siegel is an Investment Adviser Representative registered with the SEC (CRD# 5096331) Willis Johnson & Associates is a Registered Investment Adviser firm registered with the SEC (CRD# 119759 / SEC# 801-66191)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources