Jacob Impellicceiri, Cfa Email and Phone Number
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I help high-performing individuals that are in time-intensive professions and are making 6-7 figures annually to create a tax-efficient financial plan that will optimize their investment strategy and minimize their taxation. Contact me at jimpell@strategizewmg.net or through https://calendly.com/strategize-jimpell/30min Additional Resources:I meet with clients to do goal-oriented financial planning, which is impacted by major life events such as:➤ Changing Jobs➤ Getting a Promotion➤ Getting Married➤ Having Kids➤ Buying a Home➤ Starting or Scaling a Business➤ Planning for Retirement➤ Death of a Loved OneAre you currently going through (or planning for) a major life event?Major life events provide new financial opportunities and complexities, but most individuals do not have the time or expertise to determine how this will affect their entire financial situation. I help to bridge that gap, establishing a tax-efficient financial plan that works to align your financial goals with your daily activities.As a client, you will have peace of mind knowing that there is a comprehensive financial plan in place to achieve your goals. This will allow you to spend your valuable time and energy focused on:🌟 Growing your business and career🌟 Spending time with the people you love🌟 Pursuing passion projectsAs a financial advisor and registered tax preparer, I assist individuals and small business owners in creating a path toward financial independence utilizing the following critical financial concepts:✔ Tax-Smart Investment Strategies✔ Cash Flow Management✔ Tax Preparation✔ Family Risk Management✔ Education Planning✔ Business Planning✔ Retirement Planning and Withdrawal Strategies✔ Legacy PlanningAs a financial advisor at Strategize Wealth Management Group, we have worked with over 2000+ clients to create a holistic, tax-efficient financial plan. To learn more visit www.strategizewmg.com.Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance Services offered through an Avantax Affiliated Insurance Agency. 3200 Olympus Blvd Suite 100 Dallas, TX 75019, 972-870-6000. Please Note: Avantax policy requires that all investment-related correspondence be sent or copied to my Avantax email address (jimpell@strategizewmg.net) for archiving and supervisory review. www.finra.org www.sipc.org Please visit www.avantax.com/social_policy/ for more information.
Strategize Wealth Management Group, Inc.
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Financial AdvisorStrategize Wealth Management Group, Inc. May 2017 - PresentOrland Park, Il, UsStrategize Wealth Management Group is a comprehensive financial services firm committed to enhancing your long-term financial success through tax-smart financial planning. We customize programs designed to grow, protect, and conserve your wealth. Our unparalleled level of personalized services and wealth management expertise provides a roadmap for your financial security. Working with us, you gain the peace of mind that comes from knowing that you can deliver on the promises that you make to those around you.Strategize Wealth Management Group emphasizes the development of personalized financial goals, which serve as the foundation for a strong financial plan. A thorough financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A financial plan must reflect its owner’s personal or business situation, and highlight the best fit financial solutions. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable that everything is moving forward according to plan.If you ever have questions about your plan or about specific financial products, contact jimpell@strategizewmg.net discuss your needs and address any questions. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
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Senior ConsultantDeloitte Consulting Jun 2022 - Jan 2023Worldwide, OoJacob served as a Senior Consultant in Deloitte Consulting's Human Capital practice, specializing in the Rewards & Well Being Talent Group within Workforce Transformation. Jacob has experience working with clients as a subject matter expert as well as in functional, technical, and project management roles, managing full workstreams of junior practitioners while creating and presenting high quality deliverables on complex concepts to key stakeholders. Below is a summary of Jacob's client experiences over his 5 years at Deloitte Consulting:Workforce Transformation:Jacob served various clients over this timeframe in Benefits Consolidation, Benefit Strategy Design, New Vendor Contracting, Employee Experience Development, Workforce Planning Workshop Development and Execution, and Benefits Market Insight Generation. Jacob also participated in multiple Proof-of-Concept and Statements-of-Work for how disruptive technologies (blockchain, IoT, etc..) can serve real world application for professional use cases, and a member of the Deloitte Blockchain Lab Apprentice Program. Jacob helped to establish an Enterprise Level Blockchain Course in partnership with DePaul University that has been running for 3+ years. -
ConsultantDeloitte Consulting Jun 2020 - Jun 2022Worldwide, OoHuman Capital Cross-Consulting Group:Jacob served various clients over this timeframe in Job Architecture, Cloud Migration, Defined Contribution Pricing Strategy, Rewards Optimization Strategy, Conduent Health and Welfare Technology overhaul, Leave of Absence Procedure Consolidation, and Benefits Cost Review.
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Business Technology AnalystDeloitte Consulting Feb 2018 - Jun 2020Worldwide, OoEnterprise Operations:Jacob served various clients over this timeframe in the design, build, testing, and implementation phases of an Oracle EBS upgrades and process improvement, SAP Ariba legacy contract migration, Oracle RMS digital infrastructure, Conduent's Pension technology overhaul, and M&A Divestiture Benefits Design.
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Financial AdvisorMcadam Financial 2016 - 2017Philadelphia, Pa, Us
Jacob Impellicceiri, Cfa Skills
Jacob Impellicceiri, Cfa Education Details
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Indiana University BloomingtonInternational Business And Management -
American Jewish UniversityJewish/Judaic Studies
Frequently Asked Questions about Jacob Impellicceiri, Cfa
What company does Jacob Impellicceiri, Cfa work for?
Jacob Impellicceiri, Cfa works for Strategize Wealth Management Group, Inc.
What is Jacob Impellicceiri, Cfa's role at the current company?
Jacob Impellicceiri, Cfa's current role is Helping High-Earning Individuals Achieve Their Financial Goals Through Tax-Smart Financial Planning.
What is Jacob Impellicceiri, Cfa's email address?
Jacob Impellicceiri, Cfa's email address is ji****@****tte.com
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Jacob Impellicceiri, Cfa's direct phone number is +141230*****
What schools did Jacob Impellicceiri, Cfa attend?
Jacob Impellicceiri, Cfa attended Indiana University Bloomington, American Jewish University.
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What skills is Jacob Impellicceiri, Cfa known for?
Jacob Impellicceiri, Cfa has skills like Conflict Management, International Business, Consulting, Charities, Market, Insurance, Sales, Cost, Fee, Local Community, Supply Chain Management, Hebrew.
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