Five Star award winner John Bodnar, CFP®, CIMA®

PROFESSIONAL PROFILE

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John Bodnar, CFP^®, CIMA^®

Founder

Bodnar Financial Advisors

248 Columbia Tpke

Florham Park, NJ 07932

Office: 973-966-6939

Cell: 973-966-6939

john@bodnar.net
www.bodnar.net

Professional Approach

John Bodnar, CFP®, CIMA®, founded Bodnar Financial Advisors in 1988 as a full-service financial planning firm for individuals and families in the greater New Jersey area.

The company motto is simple: Life’s too short to worry about money. John’s professional style puts clients at ease as they work together to develop a financial strategy for major life events including marriage, kids, death, divorce, layoffs, retirement, downsizing, and more with peace of mind. Life is complicated enough—you shouldn’t have to add money worries to the mix!

Each financial plan is customized to the personal goals of the client. John doesn’t just give advice, he takes the time to educate each client on the “why” behind each part of their financial plan. He motivates clients to work toward their financial goals, because without a commitment to implementing the financial plan, it’s just a piece of paper.

John believes investing is a long-term commitment. He coaches clients to avoid the daily panics of the 24-hour news cycle and navigate down markets with their plans intact. He meets with clients annually to re-evaluate the plan and make sure it is still appropriate for the client’s age, cash flow, risk tolerance, and liquidity needs.

His flexible, friendly, and professional approach to financial planning is what keeps people coming back. After more than 30 years in the business, John has the privilege of working with the children and grandchildren of his original clients.

John is an nine-time winner of the prestigious Five Star Wealth Manager Award recognized by Five Star Professional, and was recognized as 2013 Advisor of the Year by the New Jersey Chapter of the National Association of Insurance & Financial Advisors (NAIFA).

He is a former treasurer and president of the Northwest Jersey chapter of NAIFA, a current registered representative of LPL Financial and holds numerous securities registrations.

John has been a frequent guest lecturer at New Jersey colleges and universities, community organizations, and Fortune 100 companies. His advice has been featured in national news publications, including: Forbes, MarketWatch, Money Magazine, TheStreet, Newsday, U.S. News & World Report, and more.

See Accomplishments

This award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Bodnar Financial Advisors, Inc., a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.