Christakos & Co., PC
415 South Avenue, West
Westfield, New Jersey 07090
(908) 654-4784
(908) 654-0053 (fax)
jeff@christakosfinancialgroup.com
(e-mail)
Christakos & Co. is the accounting firm of Jeffrey Christakos and Anna Christakos.
Both Jeffrey and Anna Christakos earned degrees in accounting from Seton Hall
University and MBAs in finance from Fairleigh Dickinson University.
Anna worked for one of the "big eight" accounting firms, Ernst & Whinney (now
known as Ernst & Young), and taught accounting at Union County and Kean Colleges.
Both decided that they would prefer to be in their own professional firm,
working in the Westfield community when founded the practice in 1988.
Anna's licenses and credentials include the following:
Certified Public Accountant (CPA)
Investment Co. Products Salesman
Anna Christakos Board/Committee Memberships (past and present)
New Jersey Association of Women Business Owners (NJAWBO) - Board member
Echo Lake Country Club Golf Committee
Jeffrey worked for the accounting firm BDO Seidman, in brokerage accounting
on Wall Street, and then for Bell Atlantic. Jeffrey teaches as an Adjunct
Professor in the Certified Financial Planning program at Fairleigh Dickinson
University and has also taught at Rutgers University and New Jersey City University.
Jeffrey's licenses and credentials include the following:
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
Chartered Life Underwriter (CLU),
Chartered Financial Consultant (ChFC)
Securities Designated Principal
Financial Operations Principal
Licensed Real Estate Salesman
Licensed Life Insurance Salesman
Jeffrey Christakos Board/Committee Memberships (past and present)
Planned Giving Board - Children's Specialized Hospital (Affiliated with Robert
Wood Johnson)
Planned Giving Board - The Center for Hope Hospice (Started Program)
Finance Committee (Chair of Planned Giving Committee - Started Program) -
St. Helen's Church
United Fund of Westfield - Budget Review Committee
Echo Lake Country Club (Home of the 1999 NJ State Open) - Head of Swim Program
Jeffrey Christakos Personal Membership
American Mensa, Ltd.
