Our Story

1978

Seton Hall University



1981

Christakos Financial. was formed in a home office in Westfield, NJ

1988

Christakos & Co., PC was created and relocated to 318 Elm Street in Westfield, NJ



1992

Christakos & Co., PC begins to offer Financial Planning and Implementation Strategies

1993

Christakos & Co., PC relocates to 415 South Ave. West, Westfield, NJ



2000

Westfield Wealth Management, LLC was created to provide Customized Investment Management Solutions alongside Christakos & Co., PC

2006

Christakos Financial Celebrates 25 Years In Business



2011

Westfield Wealth Management, LLC was featured on CNBC's Power Lunch

2014



Christakos Financial Group is named a "Wealth Magnet" by Accounting Today Magazine in 2014
— the leading CPA financial planners as measured by assets under management



2016


Westfield Wealth Management, LLC becomes a Fee-Based Independent Registered Investment Advisory Firm

2016


Westfield Wealth Management, LLC was featured on CNBC's New Retirement



2022

Christakos Financial relocates to 200 South Ave. East, Cranford, NJ

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