Joe Christopoulos, CFP®

Wealth Advisor at 72 Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Arlington Heights, Illinois, United States, US
Skills

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board

Experience

  • 72 Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • May 2014 - Present

      72 Financial is a family owned and operated wealth management group located in Arlington Heights, Illinois.Specialties include:-Retirement Planning-Financial Plans-Portfolio Management-Comprehensive Wealth Management -IRAs-401k-401k Rollover Strategies-Mutual Funds-Managed Accounts

    • Operations Manager
      • Jan 2012 - May 2014

  • Music & Arts
    • Musicians
    • 700 & Above Employee
    • Sales Representative
      • Aug 2010 - Oct 2012

Education

  • University of Illinois at Chicago
    Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
    2009 - 2013
  • Bryant University
    Financial Planning Certificate Program
    2017 - 2018
  • Addison Trail High School
    High School
    2005 - 2009

Community

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