Advisor at Winslow Financial LLC
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Jaana Virta Gupta is a financial advisor at Winslow Financial LLC with a Series 65 designation and five years of professional experience, including roles at Redfin Corporation and self-employment. Her background spans various positions from 2015 to the present, involving work at multiple firms prior to joining Winslow Financial. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach, managing accounts on a non-discretionary basis with an emphasis on asset allocation and diversification.
Based on Winslow Financial LLC
Financial planning fixed fees ranging from $250 to $40,000 or more
0.00% to 1.50% annually
$50 to $400 per hour
Fee-only: Hourly fees range from $50 to $400 per hour; Fixed fees range from $250 to $40,000 or more for financial planning
11 N Skokie Hwy, Suite 306
Lake Bluff, IL 60044
Illinois
Redfin Corporation
2021 - Present (5 years)
Self employed
2021 - 2021 (1 year)
Campbell 222 LP
2020 - 2021 (1 year)
Dwell Works
2019 - 2020 (1 year)
Redfin Corporation
2017 - 2019 (2 years)
Productions Plus
2015 - 2017 (2 years)
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Other specialized services
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