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Joann Fritz

CFP® Financial Planner

Joann serves as a Financial Planner with Vantage Wealth Management. She enjoys helping clients gain clarity and confidence in their financial lives by creating comprehensive plans tailored to their goals and values.

A graduate of the University of Wisconsin–Madison and a CERTIFIED FINANCIAL PLANNER® professional, Joann brings both technical expertise and a client-focused approach to financial planning. Raised on a farm in Harvard, Illinois, she learned the value of hard work, integrity, and building meaningful relationships at an early age.

Outside of work, Joann enjoys spending time with family and friends, gardening, reading, and cheering on the Green Bay Packers. She currently resides in Darien, Wisconsin

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Joann Fritz
Contact

Reach out any time. We would love to help you plan for your future.

P: 650.638.9600

F: 650.638.9604

info@vantagewealthmgmt.com

The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. 

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