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Certified Financial Planners in Illinois

Certified Financial Planners in Wheaton, IL

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6 results found

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

Heather Coulter Wheaton, IL

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Financial Planner at Wheaton Wealth Partners, LLC
Title:
Certified Financial Planner, Principal
Location:
Wheaton, Illinois
Industry:
Financial Services
Work history:
Wheaton Wealth Partners, LLC - Wheaton, ILSenior Financial Plannersince Jun 2010LVM Capital Management - Wheaton, ILFinancial PlannerApr 2002 - May 2010
Full Profile

Heinz Brisske Chicago, IL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Law Specialist • Lawyers • Organization Management • Team Member • School Administrator • Educational Manager • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Huck Bouma,, Member at WealthCounsel, LLC, Member at ElderCounsel, LLC, Member at...
Title:
Attorney at Huck Bouma,
Location:
Greater Chicago Area
Industry:
Legal Services
Work history:
Huck Bouma, - 1325 North Main Street, Wheaton, IL 60187Attorneysince Apr 2013WealthCounsel, LLC Membersince 2004
Skills:
Gift Tax, Estate Law, Estate Planning, Estate Tax Planning, Elder Law, Medicaid Planning, VA...
Languages:
German
Full Profile

Mike Novelli Wheaton, IL

Professions & Specialties

Marketing Director • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Project Development Specialist • Recognition • Skilled Professional

Experience & Education

Position:
Director of Marketing at Quotes for Medical
Title:
Director of Marketing Quotes for Medical Online Agency
Location:
Wheaton, Illinois
Industry:
Insurance
Work history:
Quotes for Medical Director of Marketingsince Jan 2007MNA MARKETING GROUP Director of MarketingJan 2001 - Jan 2007
Skills:
Marketing, Sales, Social Media, Building Relationships, Management, Strategic Planning, Collateral...
CFP
Full Profile

Kathleen O'brien Wilmington, DE

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Master of Science • Advisor

Experience & Education

Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Title:
Vice President & Senior Trust Administrator at Wells Fargo Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Wilmington, DelawareVice President, Senior Trust Administratorsince Jul 2012TESSERA Elder Consulting, LLC - Wheaton, ILFounderAug 2010 - Jul 2012
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor
Full Profile

Barry Goodling York, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Operations Manager • Bachelor of Science • Master of Business Administration • Business Administrator • Non-Profit

Experience & Education

Position:
VP Advancement at Messiah College
Location:
York, Pennsylvania Area
Industry:
Higher Education
Work history:
Messiah College - Mechanicsburg, PAVP Advancementsince Jul 1993Wheaton College - Wheaton, ILVP for DevelopmentFeb 1989 - Jun 1993
Skills:
Fundraising, Organizational Development, Higher Education, Annual Giving, Nonprofits, Volunteer...
Full Profile

Certified Financial Planners near Wheaton, IL02134266398521,065ChicagoNapervilleOak BrookHoffman EstatesSchaumburgDowners GroveSaint CharlesLisleItascaGeneva


Certified Financial Planners around Wheaton, IL

Addison  (1)
Aurora  (1)
Bensenville  (2)
Carol Stream  (2)
Chicago  (1,062)
Elmhurst  (3)
Geneva  (3)
Hanover Park  (1)
Itasca  (3)
Lemont  (2)
Lisle  (5)
Naperville  (14)
Oak Brook  (12)
Plainfield  (2)
Schaumburg  (8)
Villa Park  (2)
Warrenville  (1)
Wayne  (2)
West Chicago  (2)
Westmont  (1)
Winfield  (1)
Wood Dale  (1)

Certified Financial Planners in Illinois

Sub-specializations