St. Louis

Joe Frontczak

CFA®, CFP®, EA

Wealth Advisor

190 Carondelet Plaza, Suite 600
Clayton, MO 63105

Joe Frontczak
Joe Frontczak

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • EA – Enrolled Agent
  • Series 65 license

About Joe

Joe holds the CERTIFIED FINANCIAL PLANNER®, Enrolled Agent, and Chartered Financial Analyst® professional designations, along with the Series 65 securities license.

Education and Professional Milestones
-University of Chicago - bachelor’s degree in psychology
-McCombs School of Business at the University of Texas at Austin - MBA with concentrations in investment management, finance, and accounting
-Spent six years at Stifel, Nicolaus & Co. Inc., where he worked in equity capital markets, strategic planning, and compliance