Wealth Advisor
Current
Nov 2020 - Present
AeroLeads people directory · profile
Jon Flaherty, Cfp® Email & Phone Number
Wealth Advisor
at
Vantage Financial Partners Limited Inc.
1 work email found
@vantagefinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Arlington Heights, Illinois, United States
Who is Jon Flaherty, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jon Flaherty, Cfp® is listed as Wealth Advisor at Vantage Financial Partners Limited Inc., based in Arlington Heights, Illinois, United States. AeroLeads shows a work email signal at vantagefinancial.com and a matched LinkedIn profile for Jon Flaherty, Cfp®.
Jon Flaherty, Cfp® previously worked as Financial Planning Analyst at Vantage Financial Partners Limited Inc. and Junior Financial Analyst at Vantage Financial Partners Limited Inc.. Jon Flaherty, Cfp® holds Bachelor’S Degree, History/International Studies from Illinois Wesleyan University.
Company email context
Email format at Vantage Financial Partners Limited Inc.
This section adds company-level context without repeating Jon Flaherty, Cfp®'s masked contact details.
*@vantagefinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jon Flaherty, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jon Flaherty, Cfp®
Vantage Financial is an independently owned, fee-only wealth management firm located in Arlington Heights, Illinois. Our team-based approach serves Corporate Executives, High Net Worth Individuals and Families, Motivated Investors, and NextGen Connections. Founded in 1989, our relational approach to wealth management builds long-term client relationships on a foundation of compassion, trust, and openness. We are deeply connected to our clients through the strong bonds of friendship, community, and faith. Our vision is to serve you within this strong relationship, so you are empowered to make wise financial decisions that support your life priorities.Our corporate values of Integrity, Objectivity, Excellence, Professionalism, and Teamwork factor into every decision we make. Using a Relational Wealth Management approach, we connect our knowledge and experience to advanced financial planning and investment strategies to help you to take advantage of financial opportunities and avoid obstacles.Investment advice offered through HighPoint Advisor Group, LLC, a registered investment advisor.
Listed skills include Microsoft Office 2010, Databases, Community Outreach, Event Management, and 6 others.
Current workplace
Jon Flaherty, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Vantage Financial Partners Limited Inc.
AeroLeads page
6 roles
Jon Flaherty, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Analyst
May 2018 - Nov 2020
Junior Financial Analyst
Jan 2017 - Apr 2018
Donor Services Associate
Elks National Foundation, Inc.
-Managed workplace giving donations-Imported and exported data for gift processing-trained new staff-attended and assisted with events
Jul 2009 - Oct 2016
Americorps Volunteer Crew Leader
Habitat For Humanity Of Lake County
Taught, led and managed volunteer groups on building affordable housing
Aug 2008 - Jul 2009
Americorps Volunteer Crew Leader
Habitat For Humanity Of Catawba County
Aug 2007 - Jul 2008
1 education record
Jon Flaherty, Cfp® education
-
Illinois Wesleyan University
FAQ
Frequently asked questions about Jon Flaherty, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jon Flaherty, Cfp® work for?
Jon Flaherty, Cfp® works for Vantage Financial Partners Limited Inc..
What is Jon Flaherty, Cfp®'s role at Vantage Financial Partners Limited Inc.?
Jon Flaherty, Cfp® is listed as Wealth Advisor at Vantage Financial Partners Limited Inc..
What is Jon Flaherty, Cfp®'s email address?
AeroLeads has found 1 work email signal at @vantagefinancial.com for Jon Flaherty, Cfp® at Vantage Financial Partners Limited Inc..
Where is Jon Flaherty, Cfp® based?
Jon Flaherty, Cfp® is based in Arlington Heights, Illinois, United States while working with Vantage Financial Partners Limited Inc..
What companies has Jon Flaherty, Cfp® worked for?
Jon Flaherty, Cfp® has worked for Vantage Financial Partners Limited Inc., Elks National Foundation, Inc., Habitat For Humanity Of Lake County, and Habitat For Humanity Of Catawba County.
How can I contact Jon Flaherty, Cfp®?
You can use AeroLeads to view verified contact signals for Jon Flaherty, Cfp® at Vantage Financial Partners Limited Inc., including work email, phone, and LinkedIn data when available.
What schools did Jon Flaherty, Cfp® attend?
Jon Flaherty, Cfp® holds Bachelor’S Degree, History/International Studies from Illinois Wesleyan University.
What skills is Jon Flaherty, Cfp® known for?
Jon Flaherty, Cfp® is listed with skills including Microsoft Office 2010, Databases, Community Outreach, Event Management, Project Management, Database Administration, Data Entry, and Employee Training.
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