Cfp® Cdfa®'s Location
Glen Ellyn, IL, US
Cfp® Cdfa®'s Work
- Certified Financial Planner @ Fortune Financial Group, Inc.
- SmartVestor Ramsey Solutions @ Ramsey Solutions, A Dave Ramsey Company
- Co-Founder and Director of Sales and Marketing, CFP® and Financial Coach @ RK Financial Wellness
- Certified Personal Financial Counselor and Planner @ Zeiders Enterprises, Inc.
- Vice President, Municipal Trading and Underwriting @ Fixed Income Capital Partners
- Vice President @ Betzold Berg Nussbaum Heitman
- Vice President @ Dain Rausher
- Vice President @ Griffin, Kubik, Stephens & Thompson
Cfp® Cdfa®'s Education
- College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2013 - 2016 - Drake University
Bachelor of Science (B.S.) (Public Administration)
1984 - 1987
Cfp® Cdfa®'s Summary
Cfp® Cdfa®, based in Glen Ellyn, IL, US, is currently a Certified Financial Planner at Fortune Financial Group, Inc., bringing experience from previous roles at Ramsey Solutions, A Dave Ramsey Company, RK Financial Wellness, Zeiders Enterprises, Inc. and Fixed Income Capital Partners. Cfp® Cdfa® holds a 2013 - 2016 CFP Certification Professional Education Program in Financial Planning and Services @ College for Financial Planning.
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ViewChristine Kalivas
Certified Financial Planner at Fortune Financial Group, Inc.
Glen Ellyn, Illinois, United States22
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