Cathy
Jones
CFP®, CBDAâ„
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 PLANNERâ„¢
Certified in Blockchain and Digital Assetsâ„
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
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Certain services provided on an educational and guidance basis only.
