Investor

Financial Advisor

John J. Pitlosh, MST, CFP®, has over a decade of experience in the financial services industry. John is an experienced Investor Solutions financial advisor who serves clientele with professionalism and skill.

John received his bachelor’s degree from the University of Michigan where he was a triple major. He has been a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner since 2002 and most recently completed his masters from John Marshall Law School (MS with Honors) that also earned him a certificate in Estate Planning.

Over the length of John’s career, he has gained a wealth of knowledge both as an advisor and as a designer of highly integrated financial plans tailored to the needs of a high net-worth clientele. Through his previous work experience at major financial firms and as a student completing his master’s in tax law, John has the experience and knowledge base to effectively research and identify critical issues facing high net-worth clients. An essential part of his role has been the coordination of the client’s key planning components with their other trusted advisors.

John maintains his knowledge base through his membership to the Chicago Estate Planning Council, Financial Planning Association, and as a contributing author to Morningstar, Investopedia.com, Yahoo! Finance, and Investor Solutions’ own The Informed Investor newsletter.

John joined the firm in 2008.