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Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. is listed as Vice President of Wealth Management at Finspire, LLC, a company with 7 employees, based in Schaumburg, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt..
Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. previously worked as CFP Financial Planner at Signature Advisors Group, Ltd. and Tax Manager - CPA at Rubinbrown Llp. Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. holds Bachelors, Accountancy from University Of Illinois At Urbana-Champaign - College Of Business.
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What I love most about being a financial advisor is helping my clients achieve financial piece of mind. To do this we create a comprehensive financial plan for each client that is positioned to meet their unique goals. And we don't stop there. Throughout a client's financial journey, we will help them navigate financial decisions – whether that be related to retirement planning, tax mgmt., wealth accumulation, or more.What is really exciting, is when a client achieves financial independence after years of careful planning, especially when at the beginning the odds of a successful outcome were low. I became a financial planner because I enjoy helping and educating others, and feel that people can really benefit from guidance when it comes to effectively managing their finances.
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1515 E. Woodfield Rd Suite #840 Schaumburg, IL 60173
Now working at a boutique wealth mgmt firm and still helping clients develop and implement financial plans to help acheive their life goals. The primary focus is on wealth accumulation, asset protection, education, investment management, and tax planning.
Arlington Heights, IL
Owned and managed an independent financial services practice consisting of over 85 clients that I assisted with their various financial planning needs.
Skokie, IL
Worked part-time for Rubin Brown as a CPA doing primarily tax planning, tax preparation, and accounting work for individuals and small businessesThe prior firm that I worked for as a part time accountant (FLS Group, LLC) merged with Rubin Brown in December 2017.
Skokie, IL
Tax planning, preparation, and accounting work for individuals and small businesses
Met with high net worth individuals and small business owners to help them develop, implement and monitor customized financial plans so they could acheive their financial goals.
Other employees you can reach at finspireme.com. View company contacts for 7 employees →
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Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. works for Finspire, LLC.
Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. is listed as Vice President of Wealth Management at Finspire, LLC.
Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. is based in Schaumburg, Illinois, United States while working with Finspire, LLC.
Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. has worked for Finspire, Llc, Signature Advisors Group, Ltd., Rubinbrown Llp, Fls Group, Llc, and Financial Integrity Group.
Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt.'s colleagues at Finspire, LLC include Donna Gordon, Rob Green, and Susan Gersch.
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Jason A. Brooks Cfp, Cpa/Vice President Of Wealth Mgmt. holds Bachelors, Accountancy from University Of Illinois At Urbana-Champaign - College Of Business.
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