Welcome to Sycamore Wealth Planning. I’m Jon Sycamore, a CERTIFIED FINANCIAL PLANNER™ who puts the focus on YOU rather than on managing your investment assets. I do this by working with you to develop a comprehensive financial plan that takes into account your whole financial landscape. When you work with me, your financial plan will include actionable advice on all the areas of financial planning (cash flow, insurance, employee benefits, investments, taxes, retirement, and estate planning). Investment management is merely one part of executing your financial plan that you can implement with me, on your own, or with another advisor.
I began working in the financial planning field in 2008 where I quickly learned that financial advice has some real conflicts of interest. With no experience, I was rushed through a short training program that amounted to studying for the necessary licenses. After about three weeks, I passed the licensing exams and was officially deemed competent to sell mutual funds. I was then told to get out my phone and start calling everyone in my contact list and set up an appointment to sell them a high growth mutual fund.
My first appointment was with a close friend and I felt completely incompetent to give him advice about his finances, despite my fancy new licenses. I decided then that before I impart advice on my own, I needed to really learn how. I went back to school and obtaining a master’s degree in financial planning and gained experience by working in supportive positions for seasoned financial planners. In 2016, I decided it was time to start my own financial planning practice where I would provide sound financial advice in an objective, unbiased way. As a fee-only financial advisor, I don’t accept commissions or let any outside influences get in the way of providing the best possible advice for you.
CERTIFIED FINANCIAL PLANNER™
Master’s degree specializing in financial planning
Member of the National Association of Personal Financial Advisors, an exclusively FEE-ONLY network
Member of the XY Planning Network, a network of advisors seeking to change the industry