Financial planning tailored to your goals

Joseph Waldvogel, CFA, CFP, CAIA

Financial Advisor

Joseph Waldvogel is a financial advisor with over 12 years of industry experience.  Joseph is responsible for providing comprehensive wealth management solutions to high-net-worth clients, including the implementation and execution of portfolio management, asset allocation, financial planning, and estate planning strategies. 

Prior to joining the firm, Joseph worked with CIBC Private Wealth Management as a Senior Vice President, Senior Relationship Manager where he worked directly with high-net-worth individuals, multi-generational families, small business owners, senior corporate executives, and foundations. 

Joseph earned a Bachelor of Science from the University of Illinois at Chicago.  He earned a Master of Business Administration with concentrations in finance and financial analysis and graduated with distinction from DePaul University’s Kellstadt Graduate School of Business. 

Joseph is involved in a couple of local community programs in LaGrange, IL, volunteering as a coach for his son and daughter’s little league baseball and softball teams.

Joseph holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations, and received the CERTIFIED FINANCIAL PLANNERTM certification.

 

Registered States:
  • CA
  • CO
  • FL
  • IL
  • IN
  • MA
  • MI
  • MN
  • NY
  • TN
  • TX
  • WA

Education

  • Bachelor of Science - Biological Sciences, University of Illinois at Chicago, 2001 - 2005
  • Masters in Business Administration, DePaul University - Driehaus College of Business, 2008 - 2010

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Alternative Investment Analyst®
  • Chartered Financial Analyst®

Your goals are the starting point
Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Investing
Custom portfolios
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181
  • (630) 572-2252

Email Me

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Goals-based planning

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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As of 03/31/2024

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for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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