Building Strong Relationships with a Strategic Mindset

A Career Focused on Client Experience and Results

John Klimowicz III is a Client Relationship Advisor at Financial Services of America (FSA), bringing over 10 years of client-facing experience, including 7 years in management and 6 years as a Golf Professional. His career has been defined by his ability to build meaningful relationships while maintaining a strategic, disciplined approach to helping clients work toward their financial goals.

Currently pursuing his Series 65 securities license, John is expanding his expertise to provide clients with a comprehensive planning experience that integrates investment strategies, retirement income solutions, and tax-efficient planning.

A Relationship-First Approach

John understands that financial planning is personal. He believes that the key to building successful strategies starts with truly listening to clients’ needs, values, and long-term aspirations. His background in both management and professional golf has equipped him with a unique ability to stay focused, calm under pressure, and dedicated to continuous improvement—qualities that benefit his clients every step of the way.

At FSA, John is committed to delivering thoughtful guidance and fostering long-lasting client relationships built on trust, transparency, and care.

Life Beyond Financial Planning

When he’s not working with clients, John enjoys spending time with family, staying active, and of course, keeping up with his passion for golf. He applies the same dedication to his personal life as he does to helping clients build a secure financial future.

A Note from John:

“My focus is on understanding each client’s goals and providing clear, thoughtful guidance to help them navigate their financial journey with confidence.”