Jeff Cismoski, CFP®, CPWA®

Wealth Advisor

About Jeff

Jeff Cismoski is a Wealth Advisor for Cresset specializing in advising closely held business owners, executives and high net-worth families across multiple generations to help grow and protect their wealth. Prior to Cresset, Jeff spent 5 years at Evanston Advisors as a Wealth Advisor in similar advisory capacity. He leverages over 20 years of business experience running his family business prior to its sale, as well as his experience at General Electric in various finance, operations and engineering capacities allowing him to relate to closely held business owners and their unique challenges.

Jeff is a Certified Financial Planner CFP®, Certified Private Wealth Advisor CPWA® and maintains a FINRA Series 65 license. He received his BS in Mechanical Engineering from Marquette University.