Our Team

P. Jeffrey Christakos, MBA, MST, CPA/PFS, CFP®, CLU, AIF®, CDFA®

Wealth Advisor

jeff@westfieldwealth.com

With more than 30 years as an advisor, Jeffrey has extensive experience in providing independent objective advice to his clients.Jeffrey is a CPA and holds the CERTIFIED FINANCIAL PLANNER™ certification. He earned his BS in...

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Andrew M. Christakos, CPA/PFS, CFP®, AIF®, CDFA®

Wealth Advisor

andrew@westfieldwealth.com

As a Wealth Advisor at Westfield Wealth, Andrew works closely with clients to build generational wealth for their families.Andrew is a CERTIFIED PUBLIC ACCOUNTANT, a CERTIFIED FINANCIAL PLANNER™ professional. an ACCREDITED...

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Anna Christakos, MBA, CPA, CDFA®

Wealth Advisor

anna@christakoscpa.com

As a CPA and Wealth Advisor at Westfield Wealth, Anna helps clients with tax planning and strategy. She is the President and Co-Founder of Christakos & Co., PC, a New Jersey based CPA practice since 1988. Anna holds a Bachelor of...

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What do all of those letters mean?

We hold ourselves to very high standards

CPA

Certified Public Accountant

"A CPA license is the accounting profession’s highest standard of competence, a symbol of achievement and assurance of quality." "To earn the prestige associated with the CPA license, you are required to demonstrate knowledge and competence by meeting high educational standards, passing the CPA exam and completing a specific amount of general accounting experience."

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PFStm

Personal Financial Specialist

"The Personal Financial Specialist (PFS) credential is granted exclusively to CPAs with tax expertise and comprehensive knowledge of financial planning. All areas of personal financial planning — estate, retirement, investments and insurance — have tax implications, and only a CPA/PFS has the experience, ethics and expertise to get the job done right."



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CFP®

Certified Financial Planner

"CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow."

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CDFA®

Certified Divorce Financial Analyst®

"A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future."

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AIF®

Accredited Investment Fiduciary®

"The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Fi360 is accredited by the ANSI National Accreditation Board (ANAB) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA."

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CLU®

Chartered Life Underwriter®

"The financial services industry has long relied on the Chartered Life Underwriter® (CLU®) designation as the benchmark to determine who has extensive knowledge of life insurance. The CLU® designation is issued by The American College of Financial Services. The CLU® designation is helpful when evaluating the life insurance underwriting and risk management needs of business owners and professionals, and can be an important factor in debt agreements. The CLU® designation is also instrumental in regards to life insurance law within the context of overall risk management and helping clients to address their estate planning needs."

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MST

Masters of Science, Taxation

The M.S.T. program "provides a comprehensive knowledge of the Internal Revenue Code, and administrative regulations and rulings. The tax curriculum equips graduates to enter and/or advance as tax specialists in the profession of public and private accounting, and to serve in management positions. You learn to think as a tax professional and to plan strategies, conduct research, perform compliance, and communicate your findings. "

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MBA

Masters of Business Administration

The MBA in Finance "provides students with the concepts and tools for participating in the financial decision-making process for a variety of businesses and organizations that require special understanding of financial analysis, financial management and financial systems."

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