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VerifiedFinancial Services· Founded 2000

Wealth Planning Network

Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago-land area for physicians and small business owners. Through a combination of personalized attention, industry expertise, and the latest technology, we are able to provide our clients with a complete wealth management solution. We specialize in asset protection, estate and income tax minimization, investment management, retirement planning, advanced life insurance management, and business succession planning. Our main office is conveniently located in Oakbrook Terrace, IL where we serve our clients in the Oak Brook, Hinsdale, Western Springs, Clarendon Hills and Burr Ridge Areas. We welcome you to contact our office today to see the difference that Wealth Planning Network can make in your financial future. Telephone:(708) 1-877-990-PLAN Fax:(708) 481-4599 E-mail: info@wpn360.com

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HeadquartersOakbrook Terrace, United StatesEmployees10(1 to 10)Annual revenue$1M to <$10MFounded year2000Websitewpn360.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

137

organic / mo

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Top roles at Wealth Planning Network

9 distinct titles indexed · top 9 shown.

  • 2financial administrative assistant
  • 1cogcpa
  • 1director of client relations & wealth advisor associate
  • 1director of client services
  • 1executive vice president
  • 1financial advisor
  • 1founder and ceo
  • 1private wealth advisor
  • 1vice president & private wealth advisor

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