Jo Ellen Fritz, CFP® RICP®

Partner at Balanced Financial Planning, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Mission, Kansas, United States, US
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Diane Tompkins

I highly recommend Jo Ellen Fritz and BFP. She has guided my family finances and small business through the Great Recession and into better times.

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Credentials

  • Retirement Income Certified Professional (RICP)
    The American College of Financial Services
    Nov, 2018
    - Sep, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Oct, 2001
    - Sep, 2024

Experience

  • Balanced Financial Planning, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Nov 2004 - Present

      Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed. Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed.

  • Garrett Financial Planning
    • United States
    • Investment Management
    • Financial Planner
      • Jan 2000 - Nov 2004
  • BOK Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Manager
      • Feb 1999 - Jan 2000

Education

  • The American College of Financial Services
    RICP
    2016 - 2018
  • College for Financial Planning
    CFP
    1998 - 2000
  • University of Kansas
    Bachelor's degree, Business
    1987 - 1990

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