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

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

Wealth Advisor

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 Accounting at Seton Hall University and his MBA in Finance at Fairleigh Dickinson University, and an MS in Taxation at St. John’s University.

Jeffrey has a passion for teaching. He is currently a professor at Seton Hall University where his focus is on accounting and wealth management. He was a Specialist Professor at Monmouth University where his focus was on taxation and personal finance. He has also served as an Adjunct Professor at FDU where he taught aspiring financial planners in the CFP® program.


2014 NJCPA Top CPA List, Financial Planning Category

Jeffrey is presented with the 2014 - "Lee Hale Award"

- "Sherry Cronin, executive director of Downtown Westfield Corporation stated, “Jeffrey is a thoughtful and gracious volunteer and is a huge supporter of downtown, filling the roles of property owner, business owner and resident of downtown. He is very active and engaged in the Westfield community. Lee would be proud to know that Jeff received an honor in his name.”'

2018 New Jersey Society of Certified Public Accountants (NJCPA) Volunteer of the Year Award

At Monmouth University, Christakos was recognized with the Leon Hess Business School’s 2018-2019 Service Excellence Award and was named a Service Learning Faculty Fellow as part of the Center for Excellence in Teaching and Learning

2019 NJCPA Ovation Award - Outstanding Educator 
-Recognizing full-time college accounting educators who distinguish themselves with their excellence in teaching and prominence in state-wide or regional activity to actively encourage careers in accounting and by serving as role models in academia.

2020 NJBIZ Accounting Power 50 list. The Power 50 list recognizes the most influential people in the accounting profession in New Jersey and includes a variety of accounting experts, including corporate executives, members of company leadership teams, educators, and nonprofit professionals.

2021 NJBIZ Accounting Power 50 list 

2022 NJBIZ Accounting Power 50 list

2023 NJBIZ Accounting Power 50 list
- "A tax partner at Christakos & Co. PC for more than 30 years, and a senior investment advisor at Westfield Wealth Management LLC for 20-plus years, Christakos bridges the gap between practice and theory as an accounting and wealth management professor at Seton Hall University. He has previously been hailed as a top accounting professor, and has been recognized by organizations like the NJCPA, which previously named him Volunteer of the Year and honored him with an Exceptional Educator Ovation Award. Christakos is highly ranked and respected by students, according to insiders, who say he brings 'a real-world view of accounting' to university classes."