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A.J. Price, CPA, CFP®

Associate Wealth Advisor

A.J. is relationship-driven and takes pride in delivering objective advice to the people that trust him to guide their wealth.

As an Associate Wealth Advisor at SWP, A.J. works with high-net-worth individuals, families, and charitable organizations to achieve their long-term financial objectives. He does this using a comprehensive approach that considers a client’s unique financial resources, tolerance for risk, and personal goals. And while investment management is certainly a focus of this work, A.J. gets the most satisfaction from helping people simplify their financial lives, optimize their long-term strategy, and feel more confident about their legacy.

In addition to holding a CERTIFIED FINANCIAL PLANNER™ certification, A.J. is a Certified Public Accountant who started his career with the Business Risk Services division of Grant Thorton LLC. In this role, he provided independent reviews of corporate financials and risk controls. This understanding of balance sheets and income statements — “the language of business” — now forms the foundation of his work with clients, and this experience allows him to make strategic tax planning and guidance a central part of his work.

After his time at Grant Thorton LLC, A.J. spent time as a Financial Planner at the nation-wide advisory firm, Creative Planning, before joining Strategic Wealth Partners as an Associate Wealth Advisor in 2018.

Outside of the office, A.J. is an avid Chicago Bears, White Sox, and Fighting Illini fan who can be found by his wood-fired smoker most weekends, cooking up brisket, chicken wings, and ribs for friends and family. His other interests include personal aviation and international travel.

Education

BS in Accountancy, University of Illinois

Leadership and Community

Deerfield Youth Baseball Association
Jewish Child & Family Services (JCFS)

Professional Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™

Recent Webinars

A Few Things to Do… While Staying the Course

Christina Cartes

Operations Associate

Michele Turner

Client Service Administrator

Mary Berman

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Gabrielle Wagor

Marketing & Events Strategist

Marcie Nach, CFP®

Financial Planner

Jaclyn Simon

Co-Manager, Client Service

Wendy Sabul-Mintzer

Operations Associate

Brian Wendt

Co-Manager, Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Cory Rappaport, CPA

Associate Wealth Advisor

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Joseph Thompson

Associate Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Merrick Singer

Client Service Administrator

Jenny Jesse

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Matthew Cox

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Vishaal Tummala, CFP®

Wealth Associate