Cathy
Jones
CFP®, CBDA℠
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.
