Bart L. Email & Phone Number
Certified Financial Planner®, Enrolled Agent @ Falcon Wealth Planning, Inc.
5 free lookup(s).
Bart L. Location
- Chicago, IL, US
Bart L. Work
- 2025 - now Certified Financial Planner®, Enrolled Agent @
- 2024 - 2025 Certified Financial Planner®, Enrolled Agent @
- 2024 - 2024 Certified Financial Planner® @
- 2021 - 2023 Branch Sales - Southeast Region @
- 2017 - 2021 Private Client Advisor @
Bart L. Education
- DePaul University
Certificate in Financial Planning (Financial Planning and Services)
2012 - 2015 - DePaul University
Bachelor of Science (B.S.) (Finance)
Bart L. Summary
- Bart L., based in Chicago, IL, US, is currently a Certified Financial Planner®, Enrolled Agent at Falcon Wealth Planning, Inc.. Bart L. brings experience from previous roles at Cadence Financial Planning LLC, SULLIVAN MERMEL, INC. Fee-Only Financial Planning, Charles Schwab and TD Ameritrade. Bart L. holds a 2012 - 2015 Certificate in Financial Planning in Financial Planning and Services @ DePaul University. Bart L. has 3 emails on RocketReach.
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