Jo Ellen Fritz CFP® RICP®

913.677.1090 Ext 102

Jo Ellen Fritz has been a financial services professional for over 30 years. Prior to joining Balanced Financial Planning (BFP), Jo Ellen served as a financial planner with Garrett Financial Planning and was a Vice President with First Mortgage Investment Company in Shawnee, Kansas.  She has also worked in various capacities within the mortgage and student loan industries. Jo Ellen became a partner and principal owner of Balanced Financial Planning, Inc. in 2005.

She holds a B.A. in Business Administration from the University of Kansas and completed graduate course work geared toward an M.B.A. in Finance through the University of Missouri in Kansas City. She is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Jo Ellen completed a rigorous, two-year training and testing program designed by the College for Financial Planning in Denver, Colorado. She received authorization to utilize the CFP® mark of distinction after receiving her CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards in 2001.  In 2018 she earned the RICP® designation from The American College of Financial Services.  The Retirement Income Certified Professional® focuses on a comprehensive, systematic approach to building efficient retirement income plans.

Jo Ellen has worked primarily with middle-income clients over the past decade. She has also focused on the planning needs of women who are single, widowed or divorced.

Jo Ellen resides in Leawood, Kansas and was a past board member for her children’s school Parent Teacher Association (PTA). She loves spending time with her husband and two grown children with whom she shares a mutual love of baseball, music and road trips. She also enjoys spending the weekend hiking with her dogs.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.