Cathy

Jones

CFP®, CBDA℠

picture of a planner

Here to act in your best interests

About me

I have been working with clients since 2007. As a dedicated financial planner, I provide comprehensive and holistic planning to help my clients reach their financial goals, no matter where they are in their journey. Outside of finance, you’ll often find me hiking with my family or enjoying my passion – all things sports.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified in Blockchain and Digital Assets℠

Education

Bachelor of Arts, Finance/Economics - St. Ambrose University

Bachelor of Arts, Spanish - St. Ambrose University

Visit one of our Locations

Chicago I - Northbrook

3100 Sanders Road

Suite 125

Northbrook, IL 60062

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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