Project Description

Custom WordPress responsive

web design, inbound marketing,

SEO, social options for

JW Financial Advisors,

a Santa Rosa, California

Certified Financial Planner

Certified financial planner responsive web design


John Kamola is a CERTIFIED FINANCIAL PLANNER™ and founder of JW Financial Advisors LLC, a Registered Investment Advisory firm located in Santa Rosa, California.

John is a seasoned professional and independent MBA CFP® fee-only advisor whose only obligation is to his clients.

Problem We Solved

This financial planner had two websites that were not mobile-friendly, not ranking high enough in searches to be found, and even when found, were not prompting people to call.

We created mobile-friendly responsive WordPress site that reflects him authentically, ranks high and engages his target clients.


Certified Financial Planner web design before

Certified Financial Planner web design #2 before

How We Helped

  • Refreshed marketing message
  • Custom web design
  • Responsive WordPress platform
  • Wrote new content
  • Added landing pages
  • Added blog
  • Added social connection options
  • Added Analytics tracking
  • Added SSL security
  • Added and optimized Yelp page
  • Added and optimized Google My Business page
  • Added and optimized Facebook page
  • Optimized pages and images for search engines
  • Optimized pages for intuitive use
  • Continuing professional maintenance, technical support and SEO


financial advisor web design

Visit the Live Site

Search Engine Optimization

This financial planner’s business listings consistently appear on Google’s Page 1 search results and map, now called the Local 3-Pack.

JW Financial Advisors local 3 pack Google map
Financial advisor search results on Google page 1

Thinking About a Website Upgrade for Your Financial Planning Business?

financial planner web design

If you are a CERTIFIED FINANCIAL PLANNER™ (CFP®) like JW Financial Advisors, a Certified Public Accountant (CPA), tax professional, bookkeeper or other financial professional, we can help give your website performance a leap forward. Contact us for a conversation about your options!

Schedule a consultation!