At Ettingoff Wealth Management I'm driven to find the most suitable investments to personally manage each individual client's portfolio. Wealth management is more than just money management. Every client I've encountered has different concerns, needs, desires, and goals. Getting to know each of my clients has helped me determine what the most appropriate investments are for his or her specific situation.After growing up in the Philly area I attended Georgetown University, where I earned a finance and accounting degree. I spent the next decade working from financial analyst to vice president in the real estate private equity world. From a small real estate private equity firm in Tysons Corner, VA, to PIMCO in Newport Beach, CA, I was fortunate to gain a comprehensive working knowledge of the financial industry. I also earned the challenging designation of Chartered Financial Analyst (CFA) in 2013. Feeling confident that I had gained a solid grasp of the big picture concepts of the financial world, I was excited to move into wealth management in 2014, returning to Philadelphia to join my father, who has been in the financial advising business for 35+ years, at Wells Fargo Advisors. In 2019 our family team decided to go independent and formed Ettingoff Wealth Management, LLC. We custody client asset with Fidelity National Financial Services and our broker-dealer is JW Cole.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of CA, CT, DC, DE, FL, GA, IL, MD, ME, MI, NJ, NY, OK, PA, SC, VA, VT, WACA Insurance Producer License 0K42931Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ettingoff Wealth Management and JWC/JWCA are unaffiliated firms.