Joseph R. Book was born and raised in Itasca, and currently resides in Lombard with his wife and three children.
Joe is a Wealth Manager with Northpoint Financial Group, focusing on investment portfolio management, retirement planning, and estate planning. In addition, he is one of the few wealth managers in the area who specializes in employee-sponsored retirement plans, including 401(k) plans, SEP-IRAs, and SIMPLE IRAs. Joe has helped many area businesses launch or improve their retirement plans and stay in compliance with ERISA regulations.
Joe previously worked as a Wealth Manager for a community bank for nearly 15 years, and holds his FINRA Series 6, 7, 63, and 66 licenses. He also carries licenses in life, health, and long-term care insurances, as well as variable insurance and annuities. Joe is one of fewer than 500 people in Illinois who holds the Accredited Investment Fiduciary (AIF®) designation, and he earned his Masters Degree in Personal Financial Planning from the College for Financial Planning in Centennial, CO.