Our Associates

Bill Tsoulos

AIF, MBA
30 South Wacker Drive, Suite 2700
Chicago, IL 60606

Bill is a Financial Planner with WestPoint Financial Group. He provides objective and customized financial planning, investment, & insurance strategies to help meet the financial needs of his clients.  

Bill is a graduate of UIC & Benedictine University. He received a BA & MBA in English Literature and Finance. Prior to joining WestPoint Financial Group, Bill worked at Ameriprise Financial, JP Morgan Private Bank and MetLife Premier Client Group.  

In his free time, Bill enjoys staying active by running, golfing, running OCR events and doing CrossFit. He also loves cooking, and spending time with his family and friends.  

Main areas of Focus
  • Wealth Management
  • Financial Planning
  • Investment Strategies
  • Risk Management
  • Protection Planning
19+Years Experience

Education

University of Illinois-Chicago, Benedictine University

Licenses

Series 7, Series 24, Series 63, Series 66, SIE
CA Insurance License 0H64963

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