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John Bodnar, III, CFP®, CIMA®

Bodnar Financial Advisors Inc.

248 Columbia Turnpike
Suite 104
Florham Park, NJ 07932
Phone: (973) 966-6939
Fax: (973) 966-0032

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • Women's Finances

 

About My Practice

BFA, Inc. is an independent Registered Investment Advisor registered with the New Jersey Bureau of Securities. John Bodnar (President and member of the BFA management team since 1988) is a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®) and a registered principal with Cambridge Investment Research, Inc.

Our business independence, with no reliance upon one financial institution, allows BFA to focus solely on the needs of its clients. After a comprehensive initial evaluation, a written financial plan could include any or all of the following products: stocks, municipal bonds, no-load mutual funds, life, health, disability and long-term-care insurance, real estate investment trusts, hedge funds, pension plans, IRAs and any other product or service that helps achieve the objectives of the client.

 

Experience

John Bodnar, CFP®, CIMA®, founded the company in 1988 and serves as its President and Chief Executive Officer.  He holds an extensive background in personal financial planning and proudly specialized in working with widows and the elderly.  Awarded a CFP® designation from the Certified Financial Planners Board of Standards in 1986. Bodnar also holds a designation as a Certified Investment Management Analyst (CIMA®), since 2003.  He is a registered representative of Cambridge Investment Research, Inc., and holds numerous securities registrations.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63
Insurance Licenses
Life insurance: NJ, NY, PA, FL, Health/disability insurance: NJ, NY, PA, Fixed annuities: NJ, NY, PA, Variable annuities: NJ, NY, PA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
Broker-Dealer Affiliation
Cambridge Investment Research, Inc.
Broker-Dealer Disclaimer
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINAR/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., and/or Bodnar Financial Advisors, Inc. Registered Investment Advisors, Bodnar Financial Advisors, Inc., and Cambridge are not affiliated.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.