John Pitlosh

John J. Pitlosh, MST, CFP®, CPWA®, has over a decade of experience in the financial services industry. John received his bachelor's degree from the University of Michigan where he was a triple major. He has been a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner since 2002 and Masters from John Marshall Law School (MS with Honors) that also earned him a certificate in Estate Planning.

Recently, John earned the Certified Private Wealth Advisor designation from The University of Chicago Booth School of Business and The Investment Management Consultants Association. You can contact him through this page or locate him at

  1. Retirement Living

    Retirement Plan Solutions For 70+ Workers

    If you're working and taking RMDs, your taxable income may start to bulge. Find out how to keep it under control.
  2. Insurance

    Are You Protected If Your Insurance Company Goes Belly-Up?

    Consumer protection against insurance company failures actually falls into the hands of state governments. How much protection ...
  3. Bonds / Fixed Income

    Premium Bonds: Problems And Opportunities

    Learn all about premium bonds and how you can make them work for you.
  4. High Net Worth Living

    A 529 Plan Fit For An Ivy League Education

    The Independent 529 plan offers a unique investment for those wanting to send their kids to the best colleges in the U.S. ...
  5. Mutual Funds

    Don't Lose Your Shirt On Mutual Fund Sales

    Mutual funds aren't guaranteed profit-makers, but with the right calculations and timing, you can avoid major losses.