Free Financial Speakers in Chicago
It’s as easy as 1, 2, 3, 4: Browse for a speaker, Click the speakers name or “More” to review the topics available, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Charlie Munro
Registered Investment Advisor,Adjunct Professor of economics, Wunderlich Wealth Management, Lake Forest Graduate School of Management
SPEAKER CATEGORY: Educational
Charlie Munro brings extensive industry experience and knowledge to his role as Senior Vice-President with Wunderlich Wealth Management. During his more than 35 year financial services career, he spent almost two decades trading municipal bonds. He subseq
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David R. Nielsen
President, Big Wave Advisors
SPEAKER CATEGORY: Financial
David Nielsen is founder and President of Big Wave Advisors Inc. A visionary, an innovator and a gifted conceptual thinker, he has over 30 years experience as a money manager, trader and now financial coach to individuals and businesses alike. David has w
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John Pankau
Attorney, The Law Offices of John Pankau
SPEAKER CATEGORY: Financial
John Pankau graduated from Purdue University in Lafayette, Indiana, and Chicago Kent College of Law with High Honors. He is licensed to practice law in Illinois and owns The Law Office of John Pankau, P.C. in Itasca, Illinois.
Prior to and
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Joseph Orsolini
President, College Aid Planners, Inc.
SPEAKER CATEGORY: Financial
Joe Orsolini is an expert in college planning who profoundly understands the intricate details of the college financial aid system, college savings plans and educational tax breaks. Joe specializes in serving the unique financial needs of parents who plan
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Karen L. DeRose
Certified Financial Planner, DeRose Financial Planning Group
SPEAKER CATEGORY: Financial
Karen is Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her clients include business owners, executives, an
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Katie Morris, CFP
Financial Advisor, Veritrust Wealth Management
SPEAKER CATEGORY: Financial
Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management. An 11-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics. Katie works extensively with
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