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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
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