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Effert Financial Solutions
303 N. Northwest Hwy.
Barrington, IL 60010
Phone: 847-630-5666Phone 2: 815-444-9560
Category: Financial Planner
What I love most about working in financial services are the opportunities to help people to improve their lives. As a fee-only, independent advisor, I strive to continuously maintain a wealth of technical knowledge through extensive training and a commitment to ongoing learning. These practices contribute to a thorough understanding of available resources for developing solutions that are designed to achieve financial goals for individuals, families, and businesses.
Licenses & Education:
Investment Advisor Representative (Series 65)
Life and Health Insurance Producer, Illinois and Wisconsin
University of Wisconsin, BBA majoring in finance, cum laude
Financial Planning Association
*Investment advisory services offered through duly registered individuals on behalf of ChangePath,LLC a Registered Investment Adviser. ChangePath, LLC and Effert Financial Solutions, Inc. are unaffiliated entities.
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