John Choi, Msfs, Cfp® Email and Phone Number
John Choi, Msfs, Cfp® work email
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John Choi, Msfs, Cfp® personal email
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.
Brett Danko Educational Center
View- Website:
- brettdanko.com
- Employees:
- 9
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Chief Academic Officer And Lead InstructorBrett Danko Educational CenterVernon Hills, Il, Us -
Cfp® InstructorBrett Danko Educational Center Dec 2022 - PresentGreater PhiladelphiaInstructor for CFP® Education Classes and Comprehensive Review Course -
Wealth & Investment Coach | Investment Risk Management Consultant | President & CeoEpiphany Capital 2007 - PresentGreater Chicago Area
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Investment & Stock Option Planner | Estate & Retirement Advisor | Insurance Needs AnalystEpiphany Capital 2007 - PresentGreater Chicago Area
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Wealth Author | Charitable Giving & Legacy Strategist | Investment & Asset Allocation CoachEpiphany Capital 2007 - PresentGreater Chicago Area
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Branch ManagerCornerstone Wealth Management 2004 - 2007
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Sr. Vice PresidentWachovia Securities Financial Network Jan 2000 - Jan 2003 -
Sr. Vice PresidentGsg Securities 1999 - 2001
John Choi, Msfs, Cfp® Skills
John Choi, Msfs, Cfp® Education Details
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Financial Planning And Services -
Certified Financial Planner (Cfp) Program -
Bachelor Of Science (B.S.)
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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