Planning & Investing Insights

CONTACT US

Chicago, IL

John Roessler

CPA, CFP®

Senior Wealth Planner

10 S Wacker Dr, Suite 2600
Chicago, IL 60606

John Roessler Headshot

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.

John Roessler Headshot

Professional Certifications

  • CPA – Certified Public Accountant
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About John

John has more than 20 years of experience providing comprehensive wealth management to high-net-worth individuals and their families. He joined Focus Partners Wealth in 2026, following his time at Kovitz. Prior to joining Kovitz, he was with Budros, Ruhlin, and Roe.  

 
Education and Professional Milestones 

-University of Michigan – bachelor’s degree in history 

Contact Us