Westfield Wealth Management, LLC

Westfield Wealth Management, LLC, led by P. Jeffrey Christakos, has been in operation since January 2000. Christakos, a CPA/PFS, CFP, CLU, AIF, has a strong educational background and extensive experience in financial planning. As a fiduciary, he is committed to acting in the best interests of clients. Christakos offers personalized financial planning services and is licensed to sell insurance products. Clients should be aware that he may receive separate compensation for implementing product transactions, potentially creating a conflict of interest. Christakos is also a Partner at Christakos & Co., an accounting firm, with common ownership between the two entities. While there may be referrals between the firms, this arrangement does not present a conflict of interest for clients. Christakos does not receive any additional compensation beyond what is disclosed. As the owner and principal of WWM, he directly supervises all personnel and functional areas. Christakos has no disclosed legal or disciplinary events, ensuring transparency and integrity in his advisory services. Clients can expect a high level of expertise, ethical standards, and personalized financial guidance from Westfield Wealth Management.