John M. Kober, CFP®Partner
John builds comfortable, trusting relationships with his clients and welcomes the opportunity he has to make a positive difference in their lives.
He has more than 34 years of experience in the financial services industry, and has extensive knowledge in essential areas such as financial planning, portfolio management and fiduciary guidance.
He is a Certified Financial Planner™ practitioner for over 20 years, and adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
John established Milestone Advisory Partners with his team members in October 2015. Earlier in his career, he served as managing director of investments at Wells Fargo Advisors and its predecessors, including Wheat First Securities, Wheat First Butcher & Singer, First Union Securities and Wachovia Securities.
John earned a bachelor’s degree in business administration from Olivet College, graduating magna cum laude. He attended the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Finance.
Originally from Kalamazoo, Michigan, John lives in Pinehurst with his wife, Julia. John is a commercial multiengine and instrument-rated pilot and enjoys golf in his free time. He and his wife are members of Brownson Memorial Presbyterian Church.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.