Joe Guin

Co-founder Wealth Advisor @Compass Financial Partners

Lake Forest, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Co-founder Wealth Advisor @Compass Financial Partners

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In June of 2021, Joe rebranded his long-standing Northwestern Mutual practice as Compass Financial Partners in commemoration of his milestone 30th year in business. In January of 2022, Tim Hender joined Compass Financial as a full equity partner in the firm. This partnership doubled the firm’s capacity to advise clients across the country on multi-generational wealth planning needs. Compass Financial Partners is recognized by Northwestern Mutual as one of its top wealth management advisory teams in the country and is a founding member of the FORTUNE 500 company’s Private Client Group - an exclusive selection of advisors who provide sophisticated advisory strategies for high-net-worth clients and their families.

SKILLS

Program ManagementRetirement PlanningEstate PlanningFinancial PlanningStrategyMarketingInsuranceLeadershipCustomer ServiceSecuritiesAsset ManagementHigh Net Worth IndividualsFinancial AnalysisManagementRetirementTeam BuildingFinancial AdvisoryWealth ManagementStrategic Financial PlanningInvestmentsStrategic PlanningFinanceBusiness PlanningSales

ABOUT JOE GUIN

When I talk with clients about what’s most important to them, three things are often…

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