Jorie Pitt, CFP(R)
St Charles, Illinois, United States
731 followers
500+ connections
St Charles, Illinois, United States
731 followers
500+ connections
About
Have you recently inherited money?
Do you feel confused about your options for…
Activity
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Our Santa Barbara team gathered to celebrate and bid farewell to Oliver Schulten as he transitions to the Los Angeles team. The team had a blast…
Our Santa Barbara team gathered to celebrate and bid farewell to Oliver Schulten as he transitions to the Los Angeles team. The team had a blast…
Liked by Jorie Pitt, CFP(R)
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🎧 In April, Co-Founder Brad Stark, MS, CFP®and Senior Wealth Advisor Joey Khoury were invited back to Eva Haller's Saturday Salon podcast series. In…
🎧 In April, Co-Founder Brad Stark, MS, CFP®and Senior Wealth Advisor Joey Khoury were invited back to Eva Haller's Saturday Salon podcast series. In…
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Experience
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Education
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Licenses & Certifications
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Certified Financial Planner (CFP)
Certified Financial Planner Board of Standards
Volunteer Experience
More activity by Jorie
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Our latest video is live! Join Brad Stark, MS, CFP®, Co-Founder of Mission Wealth, as he explains the need for an in-house Wealth Strategy Team and…
Our latest video is live! Join Brad Stark, MS, CFP®, Co-Founder of Mission Wealth, as he explains the need for an in-house Wealth Strategy Team and…
Liked by Jorie Pitt, CFP(R)
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I'm so honored to be a part of this incredible firm!
I'm so honored to be a part of this incredible firm!
Shared by Jorie Pitt, CFP(R)
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Join us in celebrating Mission Wealth's announcement of being named one of USA TODAY's Best Financial Advisory Firms of 2024! The USA TODAY and…
Join us in celebrating Mission Wealth's announcement of being named one of USA TODAY's Best Financial Advisory Firms of 2024! The USA TODAY and…
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I’m proud to share the unveiling of our local chapter of the Autism Society of America! www.autismchicago.org Follow us on Facebook and Linked
I’m proud to share the unveiling of our local chapter of the Autism Society of America! www.autismchicago.org Follow us on Facebook and Linked
Liked by Jorie Pitt, CFP(R)
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Today marks my first week back at Mission Wealth after taking 3 months of maternity leave. It has been a week of growth, change, and reflection. I am…
Today marks my first week back at Mission Wealth after taking 3 months of maternity leave. It has been a week of growth, change, and reflection. I am…
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In the video below, my colleague Steph Bruno shares her insights on the journey of merging with Mission Wealth. If you or someone you know is…
In the video below, my colleague Steph Bruno shares her insights on the journey of merging with Mission Wealth. If you or someone you know is…
Shared by Jorie Pitt, CFP(R)
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In the digital age, safeguarding your financial future isn't just about smart investing – it's also about staying a step ahead of cyber threats…
In the digital age, safeguarding your financial future isn't just about smart investing – it's also about staying a step ahead of cyber threats…
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Mission Wealth Merge With Charles Carroll Financial Partners - https://lnkd.in/gsi_ZzW6 Follow #citybiz on LinkedIn -…
Mission Wealth Merge With Charles Carroll Financial Partners - https://lnkd.in/gsi_ZzW6 Follow #citybiz on LinkedIn -…
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As we celebrate #InternationalWomensDay and #WomensHistoryMonth, I am proud to recognize the women of Spectrolab, past and present, who have been…
As we celebrate #InternationalWomensDay and #WomensHistoryMonth, I am proud to recognize the women of Spectrolab, past and present, who have been…
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Excited for this opportunity to learn from Kelly Klingaman, CFP®, RLP® alongside the NexGen community!
Excited for this opportunity to learn from Kelly Klingaman, CFP®, RLP® alongside the NexGen community!
Liked by Jorie Pitt, CFP(R)
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Our Director of Estate Strategy Andrew Kulha, JD, CFP®will be participating in a panel discussion around the future of holistic financial planning at…
Our Director of Estate Strategy Andrew Kulha, JD, CFP®will be participating in a panel discussion around the future of holistic financial planning at…
Liked by Jorie Pitt, CFP(R)
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