John Choi, Msfs, Cfp®

John Choi, Msfs, Cfp® Email and Phone Number

Chief Academic Officer and Lead Instructor @ Brett Danko Educational Center
Vernon Hills, IL, US
John Choi, Msfs, Cfp®'s Location
Vernon Hills, Illinois, United States, United States
John Choi, Msfs, Cfp®'s Contact Details

John Choi, Msfs, Cfp® work email

John Choi, Msfs, Cfp® personal email

n/a
About John Choi, Msfs, Cfp®

John Choi, President of Epiphany Capital, is committed to providing a team-based, solutions-oriented approach to wealth planning, investment management, and insurance guidance. Since 1993, he has helped a number of families, business owners, executives, and specialized physicians achieve financial clarity and peace of mind.As part of his unique process, he helps his clients clarify their true wealth, provides direction to make wise choices with their wealth, and instills the confidence to create a sustainable journey toward success. He is a strong proponent of educational workshops to help clients become smarter consumers of financial products and services. John also guides his clients through a formal yet customized process to produce a plan that aligns with their values. His services include investment risk management through asset allocation, insurance needs analysis, stock option planning, estate planning, charitable gifting strategies, and legacy planning.John is a graduate of the National Institute for Estate Planners and holds the professional designation of Graduate Estate Planning Consultant (GEPC). In addition, he has authored several articles, including “A Brief Overview of Employee Stock Options”, “A Five-Step Approach to Repairing Your Portfolio”, and “Five Questions Every Investor Must Ask Their Advisor”.Epiphany Capital is unique in that they strategically combine Free Market Investing principles with Behavioral Investment Coaching. They firmly believe that markets are efficient and unpredictable and therefore stock (bond, mutual fund) selection and market timing are a fool’s errand. They utilize passively managed portfolios which are scientifically and academically engineered to extract every basis point of return for the particular level of risk taken. The foundation of these portfolios are rooted in academia and Nobel Prize winning concept of Economics.

John Choi, Msfs, Cfp®'s Current Company Details
Brett Danko Educational Center

Brett Danko Educational Center

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Chief Academic Officer and Lead Instructor
Vernon Hills, IL, US
Website:
brettdanko.com
Employees:
9
John Choi, Msfs, Cfp® Work Experience Details
  • Brett Danko Educational Center
    Chief Academic Officer And Lead Instructor
    Brett Danko Educational Center
    Vernon Hills, Il, Us
  • Brett Danko Educational Center
    Cfp® Instructor
    Brett Danko Educational Center Dec 2022 - Present
    Greater Philadelphia
    Instructor for CFP® Education Classes and Comprehensive Review Course
  • Epiphany Capital
    Wealth & Investment Coach | Investment Risk Management Consultant | President & Ceo
    Epiphany Capital 2007 - Present
    Greater Chicago Area
  • Epiphany Capital
    Investment & Stock Option Planner | Estate & Retirement Advisor | Insurance Needs Analyst
    Epiphany Capital 2007 - Present
    Greater Chicago Area
  • Epiphany Capital
    Wealth Author | Charitable Giving & Legacy Strategist | Investment & Asset Allocation Coach
    Epiphany Capital 2007 - Present
    Greater Chicago Area
  • Cornerstone Wealth Management
    Branch Manager
    Cornerstone Wealth Management 2004 - 2007
  • Wachovia Securities Financial Network
    Sr. Vice President
    Wachovia Securities Financial Network Jan 2000 - Jan 2003
  • Gsg Securities
    Sr. Vice President
    Gsg Securities 1999 - 2001

John Choi, Msfs, Cfp® Skills

Investment Strategist Estate Planning Financial Advisor Assets Investments Stock Option Planning Investment Coach Financial Advisor In Chicago Legacy Planning Estate Tax Eliminator Investment Advisor Financial Educator Asset Protection Retirement Planner Insurance Investment Risk Management Behavioral Investment Coaching Charitable Gift Strategies

John Choi, Msfs, Cfp® Education Details

Frequently Asked Questions about John Choi, Msfs, Cfp®

What company does John Choi, Msfs, Cfp® work for?

John Choi, Msfs, Cfp® works for Brett Danko Educational Center

What is John Choi, Msfs, Cfp®'s role at the current company?

John Choi, Msfs, Cfp®'s current role is Chief Academic Officer and Lead Instructor.

What is John Choi, Msfs, Cfp®'s email address?

John Choi, Msfs, Cfp®'s email address is j.****@****l.co.uk

What schools did John Choi, Msfs, Cfp® attend?

John Choi, Msfs, Cfp® attended The American College, College For Financial Planning, University Of Illinois At Urbana-Champaign.

What are some of John Choi, Msfs, Cfp®'s interests?

John Choi, Msfs, Cfp® has interest in Golf, Fishing, Family Activities.

What skills is John Choi, Msfs, Cfp® known for?

John Choi, Msfs, Cfp® has skills like Investment Strategist, Estate Planning, Financial Advisor, Assets, Investments, Stock Option Planning, Investment Coach, Financial Advisor In Chicago, Legacy Planning, Estate Tax Eliminator, Investment Advisor, Financial Educator.

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