Jorie Pitt
CFP®, CeFT®
Client Advisor
Jorie Pitt
CFP, CeFT®
Client Advisor
“Success is not final; failure is not fatal: It is the courage to continue that counts.”
– Winston S. Churchill
Role at Mission Wealth
Jorie works with clients to build comprehensive financial plans and manage their investment portfolios. Each financial plan is personalized to the client and is designed to help them meet their unique financial goals. Jorie enjoys her work as a Wealth Advisor because of the deep relationships she is able to form with her clients. She enjoys listening and engaging in discussions with her clients about their life, their goals and their dreams. Her favorite part of the job is receiving a phone call letting her know that a client has achieved an important goal.
Specializations
- Retirees
- Financial Planning
- Investments
- Sudden Money Recipients
Contact Information
Office Location: Chicago, IL; St. Charles, IL; Rosemont, IL; Des Moines, IA
Email: jpitt@nullmissionwealth.com
Direct Line: (630) 762-8185
Role at Mission Wealth
Jorie works with clients to build comprehensive financial plans and manage their investment portfolios. Each financial plan is personalized to the client and is designed to help them meet their unique financial goals. Jorie enjoys her work as a Wealth Advisor because of the deep relationships she is able to form with her clients. She enjoys listening and engaging in discussions with her clients about their life, their goals and their dreams. Her favorite part of the job is receiving a phone call letting her know that a client has achieved an important goal.
Specializations
- Retirees
- Financial Planning
- Investments
- Sudden Money Recipients
Contact Information
Office Location: Chicago, IL; St. Charles, IL; Rosemont, IL; Des Moines, IA
Email: jpitt@nullmissionwealth.com
Direct Line: (630) 762-8185
Education
Jorie is a 2003 graduate of the University of Illinois which she attended as a Chick Evans Scholarship recipient.
As a Certified Financial Transitionist, Jorie is particularly skilled at working with clients who are going through a significant financial transition. One of her specialties is working with clients who have received an inheritance and need assistance creating a plan to handle their new wealth. Jorie is also skilled at working with individuals who have recently lost a spouse or life partner. She guides them through the difficult and often lengthy process of re-imagining their day-to-day life and their financial goals.
Certified Financial Planner®
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.CERTIFIED FINANCIAL TRANSITIONIST
A Certified Financial Transitionist (CeFT) is trained to help clients navigate through major life events and the financial transitions that accompany them. The CeFT is the industry’s first designation specifically geared toward financial change and transition.
Education
Jorie is a 2003 graduate of the University of Illinois which she attended as a Chick Evans Scholarship recipient.
As a Certified Financial Transitionist, Jorie is particularly skilled at working with clients who are going through a significant financial transition. One of her specialties is working with clients who have received an inheritance and need assistance creating a plan to handle their new wealth. Jorie is also skilled at working with individuals who have recently lost a spouse or life partner. She guides them through the difficult and often lengthy process of re-imagining their day-to-day life and their financial goals.
Certified Financial Planner®
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.CERTIFIED FINANCIAL TRANSITIONIST
A Certified Financial Transitionist (CeFT) is trained to help clients navigate through major life events and the financial transitions that accompany them. The CeFT is the industry’s first designation specifically geared toward financial change and transition.
Community Involvement
Jorie is a member of the Financial Planning Association (FPA). She has previously served as the President of the Financial Planning Association of Illinois.
Personal Pursuits
Jorie is married to her husband Stephen and they currently reside in Darien, IL along with their Pitbull named Bosco. They rescued Bosco in 2015 and have both since become involved in the animal rescue mission. During their free time they volunteer at the West Suburban Humane Society.
Jorie loves to travel but still has a lot of the world left to see! She also enjoys reading, musical theater, country music and White Sox baseball.
Community Involvement
Jorie is a member of the Financial Planning Association (FPA). She has previously served as the President of the Financial Planning Association of Illinois.
Personal Pursuits
Jorie is married to her husband Stephen and they currently reside in Darien, IL along with their Pitbull named Bosco. They rescued Bosco in 2015 and have both since become involved in the animal rescue mission. During their free time they volunteer at the West Suburban Humane Society.
Jorie loves to travel but still has a lot of the world left to see! She also enjoys reading, musical theater, country music and White Sox baseball.