P. J. Christakos, CPA, CFP, CLU, AIF

P. Jeffrey Christakos, CPA, CFP®, CLU, AIF® is a partner in Christakos & Co, with 25 years of experience in accounting, tax preparation & financial planning located in Westfield, New Jersey.Jeffrey specializes in offering comprehensive financial planning to a diversified clientele of closely-held businesses and their owners, professionals and high-net worth retirees. This includes planning for risk protection, investment allocation, qualified retirement plans, employee benefit, education, estate preservation, and tax management strategies. He has experience working with other CPAs on an integrated approach to handling their clients' financial situations. Jeffrey has taught accounting as an adjunct professor at Rutgers University, New Jersey City University, Union County College and financial planning courses in Fairleigh Dickinson University's Financial Planning Program. He is a member of the New Jersey Society of CPAs and was recently named to New Jersey CPA magazine's "CPA-List". This list acknowledges the high level of performance and engagement of selected NJSCPA 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. Jeffrey earned his BS in Accounting at Seton Hall University and his MBA in Finance at Fairleigh Dickinson University.