Overview
John Fonaas is a Senior Retirement Plan Consultant with CLA Wealth Advisors LLC and has been a part of the CLA family since 2022. As a member of the wealth advisory team, John provides retirement planning services helping guide our plan sponsors in the management of the fiduciary process and works with plan sponsors to help devise and implement a comprehensive governance process. He is responsible for the growth, client experience and risk management of our qualified employee benefit services to existing CLA clients and prospects.
Education
John earned a Business Administration degree in Finance from the University of Wisconsin-Milwaukee. John is a Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary (AIF®) and holds the FINRA Series 7, 63 and 66 licenses.