Bart L. Email & Phone Number
Certified Financial Planner®, Enrolled Agent @ Falcon Wealth Planning, Inc.
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Bart L. Location
- Chicago, IL, US
Bart L. Work
- 2025 -now Certified Financial Planner®, Enrolled Agent @
- 2025 -now Financial Planner @
- 2024 -2025 Certified Financial Planner®, Enrolled Agent @
- 2024 -2024 Certified Financial Planner® @
- 2021 -2023 Branch Sales - Southeast Region @
- 2017 -2021 Private Client Advisor @
- 2008 -2017 Options Trader - Junior Partner @ Westrade LLC
- 2000 -2008 Options Trader - Junior Partner @ KCCO II LLC
Bart L. Education
- DePaul University
Certificate in Financial Planning (CFP education requirement)
2012-2015 - DePaul University
Bachelor of Science (B.S.) (Budapest University Foreign Study Program)
- DePaul University
Bachelor of Science - BS (Finance, General)
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 Falcon Wealth Planning, Inc., Cadence Financial Planning LLC, SULLIVAN MERMEL, INC. Fee-Only Financial Planning and Charles Schwab. Bart L. holds a 2012 - 2015 Certificate in Financial Planning in CFP education requirement @ DePaul University. Bart L. has 3 emails and 1 mobile phone numbers on RocketReach.
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