Joe Guin CFP®, ChFC®, CLU®, RICP® in

Joe Guin CFP®, ChFC®, CLU®, RICP®

Login to view DISC.
Co-Founder & Partner, Private Wealth Advisor at Compass Financial Partners
📍 Lake Forest, Illinois, United States

Joe Guin is the Co-Founder of Compass Financial Partners, a top-ranked wealth management team affiliated with Northwestern Mutual. With over 30 years of experience, he provides comprehensive financial planning for families and businesses. People who have worked with him describe him as knowledgeable, wise, and a consummate professional.

Outside of his firm, Joe is actively involved in his community, fundraising for organizations like Bernies Book Bank and Blessings in a Backpack. He has a passion for basketball, stemming from his own time as a record-setting college player, and supports local community arts and sports events.

Unique fact: Joe was a sharpshooter on the Millikin University basketball team and still holds a 1986 school record for scoring 35 points in a single game.

Read the full overview →
Current Role
Co-Founder & Partner, Private Wealth Advisor
Location
Lake Forest, Illinois, United States
Personality Overview

How Joe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Joe cares about

Wealth Management
He has over 30 years of experience as a Private Wealth Advisor, co-founding his own firm to serve high-net-worth families and businesses.
Firm Growth
Co-founded his firm in 2021, merged with a partner in 2022, and frequently posts about hiring new talent to support the firm's expansion.
+5 more topics Login to view topics
Career

Work history

1-2022
Co-Founder & Partner, Private Wealth Advisor
Compass Financial Partners
6-1999
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1984 - 1988
Bachelor of Fine Arts (BFA)
Millikin University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Compass Financial Partners Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Joe. Free, 10 seconds.