William R Griffioen, CFP®
Certified Trust and Fiduciary Advisor (CTFA)
As the principal and founder of Elite Focus Private Wealth, I take pride in getting to know what your values are, and then creating a unique plan to help you reach all of your financial goals. I want to educate you so that you can focus on growing your wealth in a tax-efficient manner in the long run. By monitoring the markets and the current economic outlook, I make decisions for each clients’ asset allocation based on long-term goals rather than short-term market volatility. I also believe in building strong relationships, and I enjoy being able to celebrate important milestones in your and your family’s lives.
I received my bachelor of arts degree in business administration from Calvin College and my MBA from the Kellstadt Graduate School of Business at DePaul University. I then went on to work for several large banks and brokerage firms, gaining 20 years of experience as a financial analyst, fiduciary officer and financial advisor.
When I’m not working, I enjoy running, taking fitness classes, and various styles of ballroom, Latin and swing dancing. I have also been a member of both the Chicago Estate Planning Council and the Chicago Council on Planned Giving since 2005.
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