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Joseph Fazekas
Gestore di Portafoglio-Azioni presso
Creative Planning LLC
Profilo
Mr. Joseph S.
Fazekas is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive techniques can create effective wealth management strategies in the areas of retirement income planning, investment management, estate planning, business succession planning, corporate stock option planning and tax minimization investment strategies.
Prior to joining Creative Planning, Mr. Fazekas worked for a major national financial services company for over a decade.
He received a Bachelor's degree from The University of Michigan, with concentrations in Management, Political Science and Psychology.
Posizioni attive di Joseph Fazekas
| Società | Posizione | Inizio |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestore di Portafoglio-Azioni | 01/02/2012 |
Precedenti posizioni note di Joseph Fazekas
| Società | Posizione | Fine |
|---|---|---|
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Corporate Officer/Principal | - |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31/12/1998 |
Formazione di Joseph Fazekas
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
