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Distance Only Oakbrook Terrace, IL
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Phillip Shaw has spent his career helping people to better understand their finances and accomplish their goals and passions. As a guide for his clients, he creates plans that address not only the necessities of life, but the hopes and dreams as well. Transitions are never easy in life; whether it is a new family, a new career, or a retirement -Phillip’s goal is to be a partner to lead people through these times.
Outside of finances, Phillip enjoys the outdoors; he is an avid rock climber, sailboat racer, hiker, cyclist and generally anything that involves being active in the sun. He regularly...
Laith Al Tikriti (CRD# 2277529) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakbrook Terrace, IL and has over 31 years of experience in the finance industry.
Elvira Aldana (CRD# 1256292) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oakbrook Terrace, IL and has over 32 years of experience in the finance industry.
John Alyo (CRD# 3228696) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 24 years of experience in the finance industry.
Nicole Amore (CRD# 6648578) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Oakbrook Terrace, IL and has over 7 years of experience in the finance industry. Nicole Amore 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.
Joseph Angileri (CRD# 4911178) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry. Joseph Angileri 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.
Leah Baker (CRD# 6449588) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oakbrook Terrace, IL and has over 7 years of experience in the finance industry. Leah Baker 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.
Christopher Barnard (CRD# 2634004) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.
Douglas Basch (CRD# 2330887) is an Investment Advisor Representative working at Edelman Financial Engines in Oakbrook Terrace, IL and has over 19 years of experience in the finance industry.
Luke Baumgarten (CRD# 6481176) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 8 years of experience in the finance industry.