John Roessler Email & Phone Number
Senior Financial Planner @ Kovitz
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
John Roessler Location
- Chicago, IL, US
John Roessler Work
- 2018 -now Senior Financial Planner @
- 2015 -2017 Wealth Coach @ FirstWave Financial
- 2014 -2015 Senior Managing Advisor @ BKD Wealth Advisors
- 1997 -2014 Senior Wealth Manager @ Budros, Ruhlin & Roe, Inc.
- 1994 -1997 Certified Public Accountant @ RJ Peck and Associates, Inc.
- 1993 -1994 Bookkeeper @ AgriCommunicators, Inc.
John Roessler Education
- University of Michigan
BA (History)
- Culver Military Academy
John Roessler Skills
- Wealth Management
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Estate Planning
- Asset Management
- Financial Analysis
- Financial Modeling
- Portfolio Management
- Financial Planners
- Investments
- Tax
- Retirement
- Financial Advisory
- Asset Allocation
- Risk Management
- Mutual Funds
- Investment Management
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Customer Service
- Management
- Project Management
- Public Relations
John Roessler Summary
- John Roessler, based in Chicago, IL, US, is currently a Senior Financial Planner at Kovitz. John Roessler brings experience from previous roles at FirstWave Financial, BKD Wealth Advisors, Budros, Ruhlin & Roe, Inc. and RJ Peck and Associates, Inc.. John Roessler holds a BA in History @ University of Michigan. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial Planning, Estate Planning and more. John Roessler has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different John Roessler?
Find contact details for 700 million professionals.
Others Named John Roessler
John Roessler
COO and CTO
Santa Barbara, CA, US
John Roessler
Survey Projects Manager
Toowoomba, QLD, AU
John Roessler
Account Executive
New York, NY, US
Top Kovitz Employees
Robert Burnstine
Portfolio Manager
Chicago, IL, US
Lori Cullina
Executive Assistant
Chicago, IL, US
John Conway
Sr. Financial Advisor
West Dundee, IL, US
Will Zheng
Vice President Strategy
Chicago, IL, US
Robert Burnstine
Portfolio Manager
Chicago, IL, US
Keshav Merchant
Senior Equity Research Analyst
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co