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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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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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BH
Bobbie Helman
Director of Client Relations & Wealth Advisor Associate · Customer/Client Service
EmailPhone - LF
Lisa Fabrizius
Private Wealth Advisor · Finance & Accounting
EmailPhone - LE
Lindsay Erazo
Executive Vice President · General Business & Management
EmailPhone - JW
Janet Waghorne
Director of Client Services · Customer/Client Service
EmailPhone - TC
Tom Carroll
Vice President & Private Wealth Advisor · Finance & Accounting
EmailPhone - AH
Anne Huneycutt
Financial Administrative Assistant · Finance & Accounting
EmailPhone - AR
Arminas Rajuncas
Financial Advisor · Finance & Accounting
EmailPhone - MS
Murat Soyhan
Cogcpa · Other
EmailPhone
Showing 8 of 11 verified contacts
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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