Our Team

Our Team

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

LEAD ADVISOR

908-654-4784 x11
908-400-1114
908-364-4015

 

Jeff is known for his involvement in Westfield, where he has lived since 1976. He is a member of the Downtown Westfield Corporation, Westfield Kiwanis Club and the Optimist Club of Westfield. Over the years he has also been a member of the Westfield Jaycees, the Greater Westfield Area Chamber of Commerce, Westfield Rotary and the United Fund of Westfield, among other organizations.

As an advisor, Christakos is known nationally. He is frequently interviewed by publications including The Wall Street Journal, CNBC, USA Today, Morningstar and Financial Planning Magazine. He has written financial planning articles for NJCPA Magazine and teaches financial planning courses several times each week to CPAs around the country via webinars and live presentations. 

Anna Christakos, CPA

FINANCIAL ADVISOR

908-654-4784 x12
908-364-4015

Anna leads the accounting and tax service area of the firm. She started her career as an auditor at Ernst & Ernst (now Ernst & Young). She is a trustee and incoming secretary of the Union County chapter of the NJ Society of CPAs. In the past, she has been a member of the Westfield Service League, NJ Association of Women Business Owners and Westfield Rotary.

Andrew M. Christakos, AIF®

FINANCIAL ADVISOR

908-654-4784 x17
908-313-9738
908-364-4015

Andrew is a graduate of Rutgers University where he received a B.S. in Accounting. He is an Accredited Investment Fiduciary® (AIF®)  and holds his Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Adviser Law) securities registrations. He is also a member of the Financial Planning Association of New Jersey and serves on the Finance Committee. 

Helen Dachowicz

CLIENT SERVICES

908-654-4784
908-364-4015
855-WWM-PLAN (855-996-7526) Toll Free

Helen assists with accounting and tax services as well as client services and general administration. She has extensive knowledge of Quickbooks and payroll tax preparation. She has worked with the Christakos family since 1991. She is active in St. John’s Lutheran Church in Summit.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

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