Ep #86: Turning Down an 8 Figure Offer to Keep Building with John Fennig

John Fennig is the Co-Founder of KFA Private Wealth based out of McLean, VA, where they serve over 800 households with $700 million in AUM. He joins the show today to share how he got his start in the financial planning industry, as well as what eventually led to him starting his own firm.  Listen in as John opens up about his journey, including why he pursued the CFP and CPA designations, how he managed a large transition during a period of market and economic volatility, and the challenges he has faced while shifting the structure of his firm. You'll also hear about the valuation of his firm, why he turned down a generous offer for purchase, and his plans for the future of the firm. You can find show notes and more information by clicking here: https://bit.ly/3NW620P