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Certified Financial Planners in Illinois

Certified Financial Planners in Chicago, IL

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Here is a complete directory of nearly all available Certified Financial Planners in Chicago, IL.

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249 results found

Robert Jackway Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Marketing Manager • Chief Executive • Financial Manager • Counselor • Representative • Advisor • Underwriter • School Principal • School Administrator • Educational Manager • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor and Branch Manager - Raymond James Financial Services, Inc. at Raymond James...
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Raymond James Financial Financial Advisor and Branch Manager - Raymond James Financial Services, Inc.since May 2002Robert Jackway & Associates, Inc. Presidentsince Aug 1981
Skills:
Full Comprehensive Financial Planning, We provide all of our clientele with independent unbiased...
Full Profile

Brian Schaeffer Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Management Analyst • Analysts • Partner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Agent • Sales Agent • Sales Representative • Managers • Non-Profit • Research Scientist

Experience & Education

Position:
Advisor at Financial Strategy Network, LLC
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Financial Strategy Network, LLC Advisorsince Apr 2013Blackhorn Partners - Racine, WIFinancial AdvisorMar 2012 - Dec 2012
Full Profile

Brian Bulgatz Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Medical Support Assistant • Health Support Worker • Healthcare Support • Computer Network Consultant • Computer Consultant • IT Consultant • Research Associate • Research Specialist • Research Scientist • Speaker • Spokesperson • Representative

Experience & Education

Position:
Chief Executive Officer at Quagwire Technologies LLC
Title:
CEO, Quagwire Technologies
Location:
Greater Chicago Area
Industry:
Computer Networking
Work history:
Quagwire Technologies LLC - Chicago, ILChief Executive Officersince Sep 2009Atlantic Council of the United States Research Associate, Global Business and Economics ProgramJan 2010 - Dec 2010
Skills:
Optical Fiber, Program Management, Telecommunications, Cloud Computing, Strategic Planning,...
QSFP+ and CFP transceivers to serve as the backbone of their..
Full Profile

Carol Passalaqua Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Management Analyst • Analysts

Experience & Education

Position:
Vice President of the foundation at College of Lake County, Vice President - Wealth Management at...
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
College of Lake County Vice President of the foundationsince 2002Morgan Stanley Smith Barney Vice President - Wealth Managementsince Jan 1995
Skills:
The One Eleven Group at Morgan Stanley Smith Barney is a wealth management team with over 190 years ...
Full Profile

Andrew Buchta Chicago, IL

Professions & Specialties

Financial Consultant • Portfolio Manager • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Construction • Financial Manager • Chief Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Grinding and Polishing Worker

Experience & Education

Position:
Financial Advisor, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor, PIM Portfolio Managersince May 1998Kabarec Financial Advisors, LLC Financial AnalystJan 1994 - May 1998
Full Profile

Art Varavadekar Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Recruitment

Experience & Education

Position:
Principal at WORLDWIDE FINANCIAL GROUP, INC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
WORLDWIDE FINANCIAL GROUP, INC Principalsince Apr 2004Comprehensive Financial Planning OwnerAug 1997 - Apr 2004
Skills:
Business Planning, Executive Compensation, Estate Planning, Employee Benefits, Succession Planning, ...
Full Profile

Michael Cfp Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Vice President • Sales Agent • Fundraiser • Counselor • Organization Management • Non-Profit • Area Manager • Managers • Advisor • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Managing Director at Game Plan Retirement
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Game Plan Retirement Managing Directorsince Apr 2002Fringe Benefit Specialists Certified Financial PlannerDec 1995 - May 2006
Skills:
Personal Financial Planning, Investments, Life and Health Insurance, Retirement Plans, Retirement...
Full Profile

Rekia Jones Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Team Member • Customer Service • Client Service Officer • Recruitment • Human Resources Specialist • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Specialist at Kaplan Financial
Location:
Greater Chicago Area
Industry:
Human Resources
Work history:
Kaplan Financial Account Specialistsince May 2003Apac Customer Service RepresentativeJan 2001 - Nov 2002
Skills:
I specialize in client relationship management
..to a Certified Financial Planning,CFP,program earning $3M annual revenue
Full Profile

Judy Sipek Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Security • Team Member • Substitute Teacher • Educator • Education Professional • Instructor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Representative with M. Kathleen McDonald, CLU, CFP at McTigue Financial Group,...
Title:
Associate Financial Representative at McTigue Financial Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
McTigue Financial Group - Greater Chicago AreaAssociate Financial Representative with M. Kathleen McDonald, CLU, CFPsince Jan 2013Salt Creek Ballet - Westmont, ILSubstitute Teachersince Nov 2011
Languages:
French
Certifications:
Life and Health
Full Profile

John Dombrowski Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Entrepreneur • Philanthropy Professional • Managers • Information Technology Specialist • IT Specialist • Social Workers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Council at The Cara Program
Title:
Business Development Professional
Location:
Greater Chicago Area
Industry:
Information Technology and Services
Work history:
The Cara Program - 237 S. Desplaines Ave., Chicago, IL, 60661Executive Councilsince Sep 2011William Blair & Co. - ChicagoFinancial AdvisorApr 2009 - Aug 2011
Full Profile

S Ross Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at S P Ross CFP, a franchisee of Ameriprise Financial Services, Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 1981USCI, a division of CR Bard - North Billerica, MAMaterials Control1978 - 1980
Full Profile

Don Karpick Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Corporate Executive • Operations Manager • High School Diploma

Experience & Education

Position:
Registered Support Assistant at Ameriprise Financial Services, Inc.
Title:
Registered Support, CFP®
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Downers Grove, ILRegistered Support Assistantsince Sep 2011Charles Schwab & Co., Inc Financial ConsultantJul 2008 - Nov 2010
Full Profile

Amanda Larkin Chicago, IL

Professions & Specialties

Certified Financial Planner • Banker • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist

Experience & Education

Position:
Associate Financial Representative at Northwestern Mutual
Title:
Associate Financial Representative
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Greater Chicago AreaAssociate Financial Representativesince Oct 2012JPMorgan Chase - Geneva, ILPersonal BankerJun 2012 - Oct 2012
Skills:
Management, Teamwork, Accounting, Retirement Planning, Disability Insurance, Marketing, Event...
Certifications:
Series 7, Illinois
Life, Accident, and Health Insurance, Illinois
CFP
Full Profile

Todd Balber Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at World Equity Group
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
World Equity Group Certified Financial Plannersince Sep 1995
Skills:
Wealth Management, Retirement Planning
Full Profile

George Boggs Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Contractor • Independent Business Owners

Experience & Education

Title:
Certified Financial Planner
Location:
Greater Chicago Area
Industry:
Investment Management
Full Profile

Anita Ramachandran Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Chase Investment Services
Location:
Greater Chicago Area
Industry:
Banking
Full Profile

Steve Migala Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Manager • Chief Executive • Operations Manager • Financial Manager • Independent Contractor • Food service • Quality Control Worker • Contractor • Inspector • Independent Business Owners

Experience & Education

Position:
President at USA Food Safety Programs (Self-employed)
Title:
President of USA Food Safety Programs
Location:
Greater Chicago Area
Industry:
Food Production
Work history:
USA Food Safety Programs Presidentsince Aug 2006Major Food Processing Corporation Quality Control TechnicianJun 1988 - Feb 2006
..ANSI,-Conference for Food Protection,CFP,
Full Profile

Jim Keller Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Organization Management • Area Manager • Managers

Experience & Education

Position:
President at Keller Wealth Management, Inc., CFP® at Onpath Financial
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Keller Wealth Management, Inc. - 100 Illinois Street Suite 201 St. Charles, IL 60174Presidentsince Oct 2012Onpath Financial CFP®since Nov 2008
Skills:
Investments, Estate Planning, Strategic Financial Planning, Retirement, Securities, Life Insurance
Full Profile

Wayne Pover Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Founder • Financial Manager • Founding Member • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and Financial Advisor at Criterion Wealth Advisors, LLC
Title:
* Certified Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Criterion Wealth Advisors, LLC - 1000 East Warrenville Road, Suite 101, Naperville, Illinois 60563Founder and Financial Advisorsince Sep 2011Total Clarity Wealth Management, Inc. - 525 Tyler Road, Suite U, St. Charles, IL 60174Financial AdvisorNov 2011 - Dec 2011
Full Profile

Nathan Huveldt Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Student Worker • Apprentice • Weight Training Instructor • Sports Trainer • Sports Trainers • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, CFP at Morgan Stanley Smith Barney
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney Financial Advisor, CFPsince Sep 2003
Skills:
comprehensive wealth management, money manager analysis, asset allocation, financial planning,...
Full Profile

Susan Hall Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Educational Manager

Experience & Education

Position:
Certified Financial Planner at Raymond James Financial Services, Inc. Member FINRA/SIPC
Title:
Certified Financial Planner at Raymond James Financial Services, Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - Glenview, IL.Certified Financial Plannersince Feb 1999Equitable/AXA Certified Financial PlannerJan 1985 - Feb 1999
Full Profile

Robert Lee Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Human Resources Specialist • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Financial Manager

Experience & Education

Position:
Sales Rep at Twin Supplies
Location:
Greater Chicago Area
Industry:
Human Resources
Work history:
Twin Supplies - 1010 Jorie Blvd, Oakbrook, ilSales Repsince 2012Exclusive Real Estate RealtorAug 2010 - May 2012
CFP
Full Profile

Alan Richmond Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Ameriprise Financial Services, Inc. - Lake Zurich, ILFinancial Advisor | Vice Presidentsince Apr 2012Morgan Stanley Smith Barney VP Financial Advisor, CFPApr 1987 - Apr 2012
Full Profile

Sheila Welsch Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch, CERTIFIED FINANCIAL PLANNER™
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial AdvisorSewer Equipment Company of America Financial AnalystJan 1996 - Dec 2006
Skills:
Strategic Financial Planning, Series 7, Retirement Planning, CRPC, Saving for Education, Estate...
Full Profile

Katie Vokral Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager • Teaching Assistant • Administrative Clerk • Clerical Specialist • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Asssistant to Chief Development Officer, Andrew Higney, CLU, ChFC, CFP at The McTigue Financial Group
Title:
Assistant to the Chief Development Officer at The McTigue Financial Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The McTigue Financial Group Asssistant to Chief Development Officer, Andrew Higney, CLU, ChFC, CFPsince Sep 2006UPMC Cancer Centers Assistant to Director Of Stem Cell TransplantOct 2001 - Aug 2006
Full Profile

Laura Flamion Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Partner • Owner • Chief Executive • Financial Manager • Entertainment Professional • Entertainer • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service

Experience & Education

Position:
Relationship Manager at Credit Suisse, Partner at Spinnin' Discs Entertainment
Title:
Relationship Manager at Credit Suisse
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Credit Suisse - chicago, ilRelationship Managersince Jan 2013Spinnin' Discs Entertainment Partnersince Nov 2007
..licensed and currently working on my CFP designation
Full Profile

David Schauss Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Government Service Executive • Government Administration Officer • Civil Servant • Sales Representative

Experience & Education

Position:
Financial Advisor at Woodbury Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Woodbury Financial Financial Advisorsince Oct 1987
Full Profile

Patricia O'malley Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Advisor • Independent Contractor • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at Beacon Investment Group, President at Beacon Investment Group
Title:
President at Beacon Investment Group, Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Beacon Investment Group Certified Financial Plannersince Jan 1988Beacon Investment Group Presidentsince Jan 1986
Full Profile

J Cfp Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Vice President • Area Manager • Managers

Experience & Education

Title:
Certified Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Bob Gattuso Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor - Certified Financial Planner CFP® at Morgan Stanley Smith Barney
Title:
Vice President - Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - RiverwoodsWealth Advisor - Certified Financial Planner CFP®since Jun 1990
Full Profile

Elizabeth Krebs Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Position:
Financial Advisor, Krebs Financial Management at Cetera Financial Specialists, LLC. and Cetera...
Title:
Financial Advisor, Certified Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Cetera Financial Specialists, LLC. and Cetera Investment Advisers LLC. Financial Advisor, Krebs Financial Managementsince Mar 2004Wachovia Securities Senior Registered Account AdministratorJun 2000 - Aug 2002
Full Profile

Mike Scroggins Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
CPA CFP - Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC at...
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Raymond James CPA CFP - Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCsince 2003Scroggins Financial Services, LLC. An Independent Firm Ownersince Dec 1998
Full Profile

Mike Hazen Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advertising Sales Agent

Experience & Education

Position:
Certified Financial Planner at Integrys Wealth Advisors
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Integrys Wealth Advisors Certified Financial Plannersince Nov 2012Seidenberg Investment Group Certified Financial PlannerNov 2004 - Nov 2012
Full Profile

Scott Minnig Chicago, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, CFP at Ameriprise Financial Services, Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

John Attard Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analyst • Analysts

Experience & Education

Position:
Sr. Vice President, Private Wealth Advisor at UBS Wealth Management
Title:
CFP®, Private Wealth Advisor
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
UBS Wealth Management Sr. Vice President, Private Wealth Advisorsince Oct 2008Citi Family Office Sr. Vice PresidentSep 2003 - Sep 2008
Full Profile

Scott Goldstein Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Advisorsince 1993
CFP
Full Profile

Robert Mclane Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisorsince Jul 1999
Skills:
Investments, Portfolio Management, Employee Benefits, Equities, Fixed Income, Asset Management,...
Full Profile

Dan Laya Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Jeffrey Hoppenworth Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Chief Executive • Underwriter • Regional Sales Consultant • Sales Representative

Experience & Education

Title:
Associate Wealth Management Advisor at Christina I. Collins, CLU, CASL, CLTC, CFP
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Dan Tomas Chicago, IL

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Representative at Daniel J. Tomas, CFP, CPA, CLU, ChFC
Title:
Financial Services Professional
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Daniel J. Tomas, CFP, CPA, CLU, ChFC Financial Representativesince May 2007Northwestern Mutual Financial Network Financial RepresentativeAug 1990 - May 2007
Skills:
Financial Planning, Disability Insurance, Wealth Accumulation, Long Term Care, Retirement Planning, ...
Full Profile

Jorie Forrester Chicago, IL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Position:
Certified Financial Planner at Borthwick Associates, Inc.
Title:
Financial Planner Borthwick Associates
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Borthwick Associates, Inc. Certified Financial Plannersince May 2005Elegant Edge Distinctive Catering Assistant Account ExecutiveNov 2004 - May 2005
Full Profile

Andrew Mccausland Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, CFP(tm), CLU, ChFC at The McCausland Group
Title:
President at The McCausland Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The McCausland Group President, CFP(tm), CLU, ChFCsince Jan 2000
Full Profile

Rita O'connor Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Construction • Financial Manager

Experience & Education

Position:
Broker Associate at ReMax Unlimited Northwest
Title:
Remax Unltd NW Broker Associate
Location:
Greater Chicago Area
Industry:
Real Estate
Work history:
ReMax Unlimited Northwest Broker Associatesince Jan 1987Financial Planning Certified Financial PlannerJan 1983 - Dec 1985
Full Profile

Jim Nieds Chicago, IL

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Investment Advisor and CFP at Cmmunity Financial Planning Services
Title:
Independent Financial Services Professional
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Cmmunity Financial Planning Services - Chicago, Il and Hillsboro Beach, FloridaRegistered Investment Advisor and CFPsince 1991Cmmunity Financial Planning Services - Chiacago Il and Hillsboro Beach FloridaCertified Fianancial Planner1991 - 2011
Full Profile

Jack Dunk Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Jack M. Dunk & Associates
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Jack M. Dunk & Associates CFPsince Sep 1981
Skills:
Wealth protection, pre-retirement planning, estate planning, asset allocation, behavioral science
Full Profile

R Morse Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Region Manager • Area Manager • Managers

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Clara Bogen Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Clara S. Bogen, CFP, EA
Title:
Owner, Clara S. Bogen, CFP, EA
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Clara S. Bogen, CFP, EA - 726 Timber Lane, Lake Forest, IL 60045Ownersince Aug 1988
Certifications:
CFP, EA
Full Profile

Patricia Wesche Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Partner,CPA,CFP,PFS at Forum Financial Management LLC Partner at Forum CPA Group LLC
Location:
Greater Chicago Area
Industry:
Financial Services
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Jim Zilinsky Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • Referee • Judge

Experience & Education

Title:
Certified Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Keith Hill Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Professional • Advertising Sales Agent • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP® at Edward Jones
Title:
CFP®, Financial Advisor at Edward Jones
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor, CFP®since Sep 1999Edward Jones Marketing SpecialistJun 1997 - Sep 1999
Full Profile


Certified Financial Planners near Chicago, IL012345SkokieEvanstonOak Park