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

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