Ed Gjertsen
Chief Engagement Officer and CERTIFIED FINANCIAL PLANNER™ practitioner providing Fee-Only, Fiduciary advice. Working closely with business owners and retirees, bringing financial clarity and direction to their life!
- Role
- Board Member at Chicago Better Business Bureau
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Ed Gjertsen
We founded Engage Wealth with the philosophy that financial planning and portfolio…
Experience
Board Member
Chicago Better Business Bureau
Jun 2021 — Present
So proud to be a member of the board of directions for the of Chicago and Northern Illinois. is a true leader in advancing marketplace trust among its members and the public.
Education
College for Financial Planning
CFP
1994 — 1996
College for Financial Planning
Financial Planning and Services
Illinois State University
BS
1985 — 1989
Skills
- Asset Management
- 401k Rollovers
- Retirement Planning
- Board of Director Experience
- Certified Financial Planner
- Personal Financial Planning
- Personal Financial Planning
- Investments
- Strategic Financial Planning
- Public Speaking
- Estate Planning
- Managed Money
- Series 63
- Personal Finance
- Leadership
- Financial Advisory
- Widows
- Risk Assessment
- Wealth Management
- Investment Advisory
- Series 24
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