Learn About Jorie Pitt
Professional Background
Jorie Pitt is a Certified Financial Transitionist (CeFT®) with a focus on assisting clients who are going through significant financial changes in their lives. She specializes in working with clients who have recently inherited wealth and require guidance on creating a plan to manage their newfound assets. Additionally, Jorie is highly skilled in helping individuals who have lost a spouse or life partner. She guides them through the challenging and often prolonged process of redefining their daily life and financial goals. With her expertise, Jorie provides valuable support and direction to her clients during these complex life events.
Jorie graduated in 2003 from the University of Illinois which she attended as a Chick Evans Scholarship recipient and is designated as a CERTIFIED FINANCIAL PLANNER™.
Personal Pursuits
Jorie, her husband Stephen, and their beloved Pitbull named Bosco, call Darien, Illinois home. Jorie has a passion for exploring new cultures and traveling to different parts of the world. She loves to indulge in a good book, as well as catch a musical theater performance or country music concert. During baseball season, Jorie cheers for the White Sox.
Community Impact
Jorie and her husband rescued Bosco in 2015 and have been passionate about animal rescue ever since. During their free time, Jorie and Stephen volunteer at the West Suburban Humane Society to support their mission to work towards the day when all dogs and cats are loved and cared for and pet owners have access to essential resources so they may enjoy a fulfilling relationship with their pets.
Jorie is also an active member of the Financial Planning Association (FPA), a professional organization that represents financial planners nationwide. She is a former President of the Financial Planning Association of Illinois, where she has demonstrated her leadership and commitment to the financial planning community.
Although I appreciate Mission Wealth's holiday card, you (and your team) are what I am really thankful for. You take the worry out of one of my most important items in retirement. I am so lucky to have you as my retirement money liaison. You are very knowledgeable, thoughtful, kind, upbeat, and straightforward with me. I greatly appreciate all of your attributes.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
