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Jeff Cismoski

Xartis Group

Member profile details

Membership level

Sponsor-IL Platinum

First name

Jeff

Last name

Cismoski

Organization

Xartis Group

Primary Profession

Wealth Management

State

Illinois

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About you

Chapter

Illinois

Bio

Jeffrey Cismoski, CFP®, CPWA®
Principal of Xartis Wealth

CERTIFIED FINANCIAL PLANNER® AND CERTIFIED PRIVATE WEALTH ADVISOR®

RESPONSIBLE FOR ASSET MANAGEMENT AND ADVANCED FINANCIAL PLANNING
FAMILY BUSINESS OWNER; CLOSELY HELD BUSINESS PLANNING & TRANSACTION ADVISORY

EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY AT BOUTIQUE ADVISORY FIRM EVANSTON ADVISORS AND LARGE HIGH-END FIRM, CRESSET CAPITAL

MEMBER OF THE FINANCIAL PLANNING ASSOCIATION
MECHANICAL ENGINEERING DEGREE FROM MARQUETTE UNIVERSITY; SIX SIGMA BLACK BELT FROM GENERAL ELECTRIC; FINANCIAL SERVICES DESIGNATIONS FROM AMERICAN COLLEGE AND INVESTMENTS & WEALTH INSTITUTE

URL

https://xartisgroup.com/

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