Matthew
Personette
CRPC™
Here to act in your best interests
About me
Being a financial planner gives me the opportunity to help my clients plan ahead for a secure financial future and confirm whether they are on track to reach their goals. Helping to give them peace of mind makes all the hard work worthwhile. In my free time, I’m into exercise, nutrition, and reading, and I enjoy spending time with my wife and kids. One of my best qualities is I am not afraid to speak up. If something looks out of place, I will let you know!
Certifications
Chartered Retirement Planning Counselor™
Education
Bachelor of Arts, Communications - Northern Illinois University
Visit one of our Locations
Chicago II - Oak Brook
1 Tower Lane
Suite 1950
Oakbrook Terrace, IL 60181
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.
