JJ Polwrek CRPC®, CPFA®, BFA™

CRPC conferred by College for Financial Planning

JJ is a seasoned Wealth Advisor with an impressive background in finance and management. JJ began his career with Waddell & Reed in 2012 after graduating from San Diego State University, where he earned a degree in Public Administration & Criminal Justice.

Since then, JJ has worked his way up the ranks, holding various positions in Management, Advisor Acquisition, and Advisor Support roles. This diverse range of experience has given him a unique set of skills that enables him to connect with clients easily and provide them with quality service.

JJ is committed to delivering superior service and innovative solutions, prioritizing continuing education and staying at the forefront of industry developments to ensure the highest level of expertise and value for clients.

JJ holds the following professional designations:

CPFA®- Certified Plan Fiduciary Advisor - demonstrating expertise and experience working with Business Retirement Plans, including 401(k)s, 403(b)s and other defined contribution plans. Providing guidance on fiduciary responsibilities and retirement plan management, ensuring clients adhere to best practices and regulatory requirements.

CRPC®- Chartered Retirement Planning Counselor - underscoring deep knowledge and expertise in retirement planning, demonstrating a commitment to delivering informed and effective retirement solutions.

BFA™- Behavioral Financial Advisor - understanding the psychological and emotional aspects of financial decision-making. This brings a unique perspective to his work, helping clients navigate financial choices with an awareness of their behavioral tendencies and biases.

As a Wealth Advisor JJ manages all wealth management operational functions, including account openings, asset transfers, move money requests, and processing day-to-day transactions. He is also responsible for handling client inquiries related to their accounts and works closely with clients to establish their personal financial websites.

JJ holds the Series 7 and Series 66 securities licenses through LPL Financial. He holds the same securities and insurance licenses as his mother, Linda. JJ is equipped to assist clients with a wide range of financial needs. His experience, combined with his goal to provide exceptional service, makes him a valuable asset to our team and a competitive choice for all your wealth management needs.

When JJ isn't busy at work, he enjoys outdoor adventures with his beloved Siberian Husky, Layla. He is an avid traveler and enjoys staying fit and active in his free time.

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