St. Louis

Joe Frontczak

CFA®, CFP®, EA

Wealth Advisor

190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Joe Frontczak

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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