Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I am a registered investment advisor at Chicago Partners Wealth Advisors in Chicago, IL with more than 25 years of experience in the finance and investment industry. I have extensive experience in the areas of equities, fixed income, derivatives and alternative investments working with individuals and institutions.
Chicago Partners is a registered investment advisor and wealth management firm. We manage approximately $1.2 billion for 330 clients in 38 states across the U.S.
Our investment philosophy focuses on low-cost, tax-efficient strategies that utilize a combination of index funds...
Erik Olson (CRD# 4794857) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 14 years of experience in the finance industry. Erik Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gisella Tomasio (CRD# 4028322) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Chicago, IL and has over 16 years of experience in the finance industry.
What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters...