Managing Principal, Practice Management
Joni is a recognized expert in the financial services industry for helping advisors adopt the best practices, and develop the mindset and systems, to grow their businesses to the next level. She has written and been featured in articles for leading industry publications, and is a frequent guest speaker at popular industry conferences.
President
Financial Planning Advisors, LLC
is president of Financial Planning Advisors, LLC specializing in retirement income management. As a Securities Principal with the Financial Industry Regulatory Authority, licensed Insurance representative and associate of Registered Investment Advisory firm(s), for over 28 years Mr. Zmistowski has been designing and implementing financial plans for his clients. For eight of those years, he officed in a law firm specializing in Estate Planning. As a trans-channel retirement income consultant, Mr. Zmistowski is an authorized presenter/consultant for the International Foundation for Retirement Education (InFRE).