Joe Kantakevich, CFP®

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

Shareholder-EagleStone Tax & Wealth Advisors

Joe is a Certified Financial Planner™ Professional, and the Director of Investments & Portfolio Management at EagleStone Tax & Wealth Advisors.

A Washington, DC, area native, Joe attended high school at Georgetown Prep in North Bethesda, MD, and then went on to graduate from the College of William & Mary with a Bachelors of Business Administration. He was drafted by the Seattle Mariners in the 13th round of the Major League Baseball Draft and played three seasons in their organization. He was named to the Midwest League All-Star team in 2007. In the fall of 2008, Joe began working at Wells Fargo Advisors as a financial consultant. In August 2011, Joe started his own advisory practice and then joined EagleStone Tax & Wealth Advisors in June 2012.

He holds the Series 7 and 66 securities licenses as well as the Life, Heath & Disability Insurance licenses and a Certificate in Financial Planning from Boston University. Joe currently lives in Bethesda, Maryland with his wife and their two children.

emailicon

footerlogo

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download our ADV brochure by clicking here.

Download our ADV Part 2A brochure by clicking here.

Click here to learn more about our Information Security Program.

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2022. All rights reserved.