Krzysztof 'Kris' Garlewicz
My mission is to help you pursue success and strive to achieve what you set out to do.
True Wealth sits at the intersection of your personal, professional and financial objectives. What you stand for determines how you face challenges. My job is to create a holistic roadmap and organize the team needed advance your financial condition. Your financial plan should serve your life. Make today the foundation for your future.
As the Founder and President of Prosperifi, LLC, Kris serves families and businesses through a team of specialists and professional associates in the legal, insurance, ERISA and securities industries. Kris specializes in holistic financial planning, helping clients pursue their objectives while establishing a plan to protect their best interests. Kris's broad experience includes working with families, executives, closely held businesses and retirement plan sponsors. Before launching Prosperifi, Kris worked with clients at a Chicago based regional insurance company developing their wealth management program and a national wealth management company developing their retirement plan division. His vast experience and knowledge allows him to understand clients’ objectives, and face the most complex situations head on, while providing financial advice and guidance. In addition, Kris has trained and lead numerous financial representatives in practice management, client service and financial planning.
Kris maintains a practice which provides comprehensive wealth management and holistic financial planning services, including retirement planning, estate planning, pension planning, preservation strategies, and investment and management. Prosperifi is focused on service excellence, craftsmanship and delivering objective solutions.
Certifications, Professional Designation & Licenses include: Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®). Securities and Advisory Registrations are held with LPL Financial (Series 7, 24, 66).
Academic credentials include professional studies in Financial Planning, Northwestern University (2009) and a Bachelor of Science of Finance & Economics, University of Illinois (2007).
Kris Garlewicz is a registered representative with LPL Financial, the nation’s largest independent broker-dealer,* Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
* As reported in Financial Planning magazine 1996-2016, based on total revenues.