Megan
Sowinski
CFP®
Here to act in your best interests
About me
I have worked in the financial services industry since 2013. Most of those years have been spent assisting individuals and families with their wealth management needs. As a financial planner, my commitment to my clients is to listen to their goals and concerns, create a personalized financial plan, and provide customized solutions with an exceptional level of service.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Finance and Business Management - North Central College
Visit one of our Locations
Chicago III - Mokena
18927 Hickory Creek Drive
Suite 310
Mokena, IL 60448
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
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.
