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In 1986, after earning an MBA, working in banking and public accounting and serving as the Chief Financial Officer for a family that owned a diverse group of businesses, Robert Jazwinski began a sole practitioner CPA firm. Recognizing the growing interest in personal financial planning, Bob acquired the Certified Financial Planner™ certification and the Personal Financial Specialist credential from the AICPA, earning high honors. Four years later, Bob hired Stephanie Rossi, CFP®, who, in time, began assisting her own clients with their financial needs.
By 1995, the practice was divided equally between traditional accounting and personal financial services. Bob found the financial planning aspect of the practice to be the most personally rewarding, so he decided to focus on this aspect and sold the accounting practice.
Deborah Stiger, CPA/PFS, CRPS® and Gary Dalessandro, CPA/PFS, CFP®, joined the team in 1996 and 1998, respectively. In 1997, the firm was incorporated as Jazwinski Financial Services to better define the services being offered to its clients and continued to grow through referrals. Karen Chikosky, CFP®, joined the firm in 2000 bringing the number of relationship managers to five. In 2002, the firm adopted the trade name, JFS Wealth Advisors.
Today, the JFS team consists of 31 members, 13 of whom have graduate business degrees and/or professional credentials, and supervises over $750 million in assets. An office was estabilshed in Pittsburgh in 2009 as well as a satellite office in Naples, FL.
The firm is dedicated to remaining large enough to provide the best products and services, yet small enough to remain accessible, while providing independent and objective advice. In 2007, our firm became a partner of Focus Financial Partners, the leading, international, partnership of independent, fiduciary wealth management firms providing fee-based wealth management services to its clients.
As financial planners, we are trained goal-setters. Our goal is to help you establish realistic objectives and then design strategies for achieving each unique lifetime financial goal.
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