- 10+ years as a financial advisor for Investor Solutions Inc.
- 4+ years as a financial plan case designer for Lincoln Financial Advisors
- A Certified Financial Planner (CFP) since 2002, a Certified Private Wealth Advisor (CPWA), and a Certified Investment Management Analyst (CIMA)
John Pitlosh is an experienced financial advisor who, over the length of his career, has gained a wealth of knowledge both as an advisor and as a designer of highly integrated financial plans tailored for investors. Throughout his career, John has worked at H&R Block Financial Advisors, Morgan Stanley, and Lincoln Financial Advisors.
Currently, John serves as a financial advisor for Investor Solutions Inc., where he utilizes his experience as a Certified Financial Planner and Certified Wealth Advisor to research and identify critical issues facing high-net-worth clients. An essential part of his role includes developing long-term strategies to tailor a portfolio for clients given their objectives, risk tolerance, and time horizon.
John received his bachelor's degree from the University of Michigan, where he was a triple major, and also holds a master's degree in tax law from the John Marshall Law School (with honors). He earned the Certified Private Wealth Advisor designation from The University of Chicago Booth School of Business and The Investment Management Consultants Association.