Our Team

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

Founder - Wealth Advisor

908-654-4784 x1
908-400-1114

 

As Founder and Wealth Advisor at Westfield Wealth, Jeff is responsible for all management aspects of the firm. With more than 30 years as an advisor, he has extensive experience in providing independent, objective advice to successful entrepreneurs and their families. Jeff has a passion for education and served as the Department Chair and continues to be a Specialist Professor of Accounting at Monmouth University where his teaching focus is personal finance and tax.

Jeff has been recognized by Finance Star Professional as a Five Star Wealth Manager in 2020 and 20211. In 2014 he was named to New Jersey CPA magazine’s inaugural “CPA-List”. This list acknowledges the high level of performance and engagement of selected NJCPA members in a variety of practice areas. He is regularly quoted on financial planning topics by CNBC, The Wall Street Journal and US News and World Report. 

 

1Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 ro 2021 FIVE STAR Wealth Managers.

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Anna Christakos, CPA

Wealth Advisor

908-654-4784 x2

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.

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Andrew M. Christakos, AIF®

Wealth Advisor

908-654-4784 x3
908-313-9738

As a Wealth Advisor at Westfield Wealth, Andrew provides financial planning and investment management for families, young professionals and business owners. His specialization is planning for family business owners including retirement planning, investment management, life insurance, and group benefits.

A Westfield native, Andrew graduated from Rutgers University in 2010 where he earned a Bachelor of Science in Accounting. Andrew received the ACCREDITED INVESTMENT FIDUCIARY® designation in 2015 and most recently completed the education and examination requirements to become a candidate for CFP® certification. Andrew is a member of the Financial Planning Association of NJ and has previously served on the finance committee. 

 

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Helen Dachowicz

CLIENT SERVICES

908-654-4784
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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