CPA, PFS, CFP® | Financial Advisor
Why I Became a
Becoming a financial advisor for me was a natural progression. As a tax professional, I am typically faced with needing to inform clients of the ramifications of their past investment decisions. As their financial advisor, I am better equipped to help direct their financial success through a more disciplined and tax- efficient approach. Offering financial planning solutions has allowed me to broaden my services and provide well-rounded perspective to clients seeking financial guidance beyond tax planning assistance.
Joe Spokas, CPA, PFS, CFP® joined Forum Financial Management in 2002. Before joining Forum, he was one of the first registered representatives with the Terra Financial Companies, the CFO of a large commercial printing company in suburban Chicago, a partner in several accounting and tax practices and now a partner of a CPA firm with his son Matt Spokas.
With more than 40 years of experience in public accounting and investment planning, he is active in many industry-related organizations including the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society, AICPA Personal Financial Planning Section and Financial Planning Association.
Joe is also involved in his community, having served for seven years as treasurer of the school board and religious education board at St. Pius X Catholic Church in Lombard, Illinois. He has been active in several youth sports organizations and coached Little League baseball and fast-pitch softball for many years.
Joe is a CERTIFIED FINANCIAL PLANNERTM professional. He is a Certified Public Accountant and a Personal Financial Specialist. He earned a bachelor’s degree in accounting and business administration from Benedictine University in Lisle, Illinois, where he was a member of the hockey team.
Joe lives in Downers Grove with his wife, Mary Ellen. He loves golf and enjoys playing bridge, racquetball, biking and spending time with his family and friends.