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Meet Jeff Kostis, CFP ®, CDFA ™, CPA/PFS

Unlike most financial planners, Jeff is an independent and objective advisor who specializes in helping clients own their futures by owning the moments that shape them. As a fee-only financial planner, Jeff is committed to being there when clients need him, and only when they need him. To Jeff, the only measurement of success is how well he helps each client control their own financial futures.

Count on independent and unbiased support

Jeff’s services extend to virtually every transition event possible, making him uniquely able to address the individual challenges and opportunities of life-changing moments. When you work with Jeff, you work with a talent that has earned the confidence of clients all over the Chicago area.:

Get the answers you need to succeed

While he has access to a variety of financial tools, Jeff doesn’t sell pre-packaged solutions. He doesn’t confuse clients with industry jargon. He simply offers the objective, informed guidance with step-by-step simplicity that can help turn any life transition into a life opportunity.

Jeff-Kostis

Jeff Kostis, President

Certified and experienced, Jeff shares his insight to help educate each client.

  • CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
  • CERTIFIED FINANCIAL PLANNER™, 2008
  • CPA/PFS, 2008; CPA, 1995
  • Master’s degree in Accounting, University of Texas, 1993
  • Graduate of Bradley University, 1991