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
