Financial Planning Appointments

About this event

Study Room 9. Plan for your financial goals with a one-on-one consultation with a Certified Financial Planner. Ask questions about investing, budgeting, and managing your finances with confidence. These sessions provide general financial planning guidance and are not designed as a substitute for ongoing planning advice. There is a limit of one session per person. Financial Advisor: Edward W. Gjertsen II is the founder of Engage Wealth Group, LLC, a Fee-Only financial advisory firm, and a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping clients build confidence and clarity in their financial lives. He specializes in comprehensive financial planning, investment strategies, and coordinating with tax and estate professionals to help clients pursue their goals. A nationally recognized financial expert, Ed has shared his insights through presentations and media appearances with outlets including The Wall Street Journal, CNBC, Bloomberg, NPR, and The Chicago Tribune. He is a former Chairman of the Financial Planning Association’s National Board of Directors and a co-founder of the FPA National Diversity Initiative. Ed holds a Bachelor of Science in Economics from Illinois State University.

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