Joni Lindquist, CFP<sup>&reg;</sup> - Financial Advisor

Joni Lindquist, CFP®

Principal

Aspyre Wealth Partners

10000 College Blvd, Ste 260
Overland Park, KS 66210
FINANCIAL ADVISOR'S WEBSITE
(913) 345-1881 CONNECT WITH Joni
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General

Joni Lindquist is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspyre Wealth Partners in Overland Park, KS and the surrounding communities.

Financial Advisor Overview

As an executive or attorney, you likely have a complex, busy life and a complicated compensation package; with little time to get everything done. KHC specializes in helping you manage: Concentrated stock positions Equity and bonus based compensation Benefit packages Tax planning Partnership distributions Career advancement and transitions

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Financial Advisor Experience

After spending 20+ years as an executive in corporate America, Joni switched careers to focus on helping people achieve their goals. Joni is a financial planner and executive/career coach; assisting corporate executives and attorneys in clarifying goals, building action plans and taking action to achieve their personal and professional goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Identity Theft, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources