Joseph  Alotta

Joseph Alotta

| CFP®, MBA, CFS, MFLC

Open Door Investment Advisors, Inc.

Fee Only Financial Planner Located in Westmont, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Planning for Business Owners
  • High Net-Worth Clients
  • Precious Metal Investing
  • Financial Modeling
  • Stock Options
  • Alternative Investments

Visit Us

409 North Washington Street
Westmont, IL 60559-1474

Joseph Alotta is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life.  He has held executive positions at several large institutional banks: JP Morgan Chase, Wells Fargo and Goldman Sachs.

He hold a BS in Economics and an MBA in Finance from New York University, and a diploma in Financial Planning from DePaul University.  He is also a Certified Finacial Planner, a Registered Investment Advisor and a member of the National Association of Personal Financial Advisors, the most respected professional organization.

Mr. Alotta's background is in systems engineering and statistics. His primary focus is managing portfolios of utility and industrial stocks.  He speaks on the topics of stock investing, financial planning, precious metal investing, computer security and privacy.

He lives in Westmont and his office is in Oak Brook.