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

John K. Siegel, CFP®

Sr. Wealth Manager

Willis Johnson Wealth

5847 San Felipe, Suite 1500
Houston, TX 77057
FINANCIAL ADVISOR'S WEBSITE
(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 Wealth 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®
  • 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