Advisor at The Kalish Group
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Kristopher Kalish is a financial advisor at The Kalish Group with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch and Bank of America. The Kalish Group provides discretionary investment management, financial planning, estate planning, and consulting primarily to high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a proprietary asset-allocation methodology and offers a broad range of investment tools, including options and leveraged ETFs, while maintaining an explicit margin policy and a focus on customized portfolio management.
Based on The Kalish Group
1.00% annually (negotiable, will not exceed 1.00%)
Aurora, IL
California · Illinois
The Kalish Group
2023 - Present (3 years)
UnEMPLOYED
2022 - 2023 (1 year)
BANK of AMERICA, N.A.
2018 - 2022 (4 years)
Merrill
2015 - 2022 (7 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, CPA, RICP®
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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