John Ocwieja Email & Phone Number

For 18 years, successful individuals have looked to John because he guides them towards financial success with passion, knowledge, and candor. What this means is that he is inspired by their goals and eager to share his creative process: educating them on their options, demonstrating their alternatives, and crafting optimal solutions in collaboration. Bottom line: clients have the clarity, confidence, and capabilities to move forward through life with power, capturing more opportunities and handling threats with certainty.A perennial qualifier for his company’s prestigious Blue Chip Council and Top of the Council awards, John has also been featured in Best’s Review, the Chicago Tribune, and the Wall Street Journal. He is a widely sought speaker, discussing topics such as retirement planning, generational family wealth, succession planning, risk management, and tax-advantaged strategies. John is actively involved with Teen Living Program, an organization that supports and strengthens youth at risk. He’s a member of the Entrepreneurs Institute in Chicago, and a lecturer and sponsor at the Loyola University Family Business Center. An Indiana University alum, John has continued his education with industry courses in investment management, economics, financial planning and risk management. A Chicago resident, outside of work John enjoys fine dining, travel, theatre, and attending sporting events, and spends much of his non-work time in San Diego.Supervisory Office:300 S. Wacker Drive Suite 2000Chicago, IL 60606Phone: 312-347-1660Direct: 312-356-2141Fax: 312-347-1666CRN201703-190829

Listed skills include Finance, Estate Planning, Insurance, Financial Planning, and 33 others.