Escaping Illinois
Join us for a special event to discuss moving to another state to reduce or eliminate income, estate and inheritance tax consequences while also enjoying a better climate for weather and politics.
Time and location to be determined. Please RSVP at your earliest convenience. For those who are interested, I will send a follow-up email with more information. We look forward to seeing you, this is an event your don’t want to miss
About your presenter
Glenn Farkas – President, Avista Wealth Management
Mr. Farkas has over twenty years of combined experience in sales, consulting, investments and wealth management. For the past ten years at Avista, Glenn has been delivering comprehensive financial advisory services and solutions to his clients, helping them plan ahead for their short-term needs and long-term financial goals. He is committed to his client’s success and provides essential financial services such as portfolio and risk management, insurance and retirement planning. Mr. Farkas is a dedicated financial coach, and his extensive experience as an investment professional and advisor enables his clients to make smart financial decisions throughout their lives.
Prior to Avista, Mr. Farkas served as an investment advisor with Orion Capital Management in Winnetka, IL. He also served as a Vice President in the Institutional Equity Department for Credit Suisse in both New York and Chicago, providing portfolio consulting services to mutual, hedge and pension funds. Mr. Farkas also worked for HOLT Value Associates in Chicago, a global equity research and consulting firm, as well as a joint venture between HOLT and Deloitte & Touche. Mr. Farkas began his professional career with Shell Oil Company in Houston. He received his masters of science in finance from DePaul University and a bachelor’s degree in finance and marketing from the University of Cincinnati. At UC, Glenn was also a three-year letterman at quarterback for the Bearcats. He holds the Series 7 and 66 securities licenses and is also licensed to sell insurance in IL, WI, OH and NC.
Glenn and his wife, Pauline, have two children and reside in Glenview. He is an avid tennis player and enjoys spending free time at home with his family and watching his children’s high school sports and activities.