- Epiphany Capital
John Choi, MSFS, CFPâ is the President of Epiphany Capital, a registered investment advisory firm based in the Chicagoland area. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. The firm implements investment and insurance solutions for successful families, corporate executives, entrepreneurs, retirees, and specialized physicians.
John is a graduate of the University of Illinois at Urbana-Champaign and has earned his Master’s Degree in Financial Services (MSFS) from The American College and is also a CERTIFIED FINANCIAL PLANNERÔ professional. Additionally, he holds the professional designation of Certified Estate Planner (CEP®) from the National Institute for Estate Planners. John has authored several articles, including “A Brief Overview of Employee Stock Options”, “A Five-Step Approach to Repairing Your Portfolio”, and “Five Questions Every Investor Must Ask Their Advisor”.
John is active at his local church and volunteers in the children’s ministry. His leisure activities include golf, fishing, and coaching youth sports. He lives in Vernon Hills, Illinois with his wife and three children.
LICENSES & ACCREDITATIONS
- CERTIFIED FINANCIAL PLANNERÔ (CFPâ)
- Masters Degree in Financial Services (MSFS)
- Certified Estate Planner (CEP®)
AREAS OF EXPERTISE
- RETIREMENT PLANNING
- LIFE INSURANCE
- ESTATE PLANNING
- FINAL EXPENSE