- April 22, 2020
- Posted by: Waldon
- Categories:
| Name | Edward Gjertsen II |
|---|---|
| Email hidden; Javascript is required. | |
| Phone | (847) 794-5000 |
| Who Invited You: | Mark Brodson |
| Name of Your Business | Engage Wealth Group, LLC. |
| Industry | Fee-Only Wealth Management |
| Position Held | Founder |
| Brief Bio | Ed is the founder of Engage Wealth Group, LLC. A Fee-Only financial advisory firm built on the philosophy that financial planning and portfolio management should be transparent, individualized, and most important collaborative. As a CERTIFIED FINANCIAL PLANNER™ professional, he has been serving the financial planning needs of clients for over twenty-five years. A sought-after industry expert, Ed has presented locally, nationally, and internationally on a wide range of personal finance topics and industry trends. He is frequently featured in numerous local and national media outlets, including The Wall Street Journal, The New York Times, CNBC, Bloomberg, NPR, ABC, MSN, Barron’s, The Journal of Financial Planning, AARP Magazine, The Chicago Tribune, WBBM Noon Business Hour and Yahoo Finance. Ed proudly served the profession as the National Chairman of the Financial Planning Association’s Board of Directors, leading 22,000 active members. He is a co-founder of the FPA National Diversity & Inclusion Initiative and is past President and Chairman of the Financial Planning Association of Illinois, one of the nation’s largest Chapters. He is a recipient of the FPA of Illinois Heart of Financial Planning Distinguished Service Award. |