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Warren Arnold is a wealth planning professional with more than 20 years of experience. He specialized in wealth planning with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management. His integrated consultative approach helped clients develop strategies to achieve their financial goals.
Recently retired, Warren provides pro bono financial planning advice for different not for profit organizations. He works with young adults, widowed individuals, and cancer patients providing them with financial planning advice. He volunteers in area schools teaching financial literacy.
Warren retired from Northern Trust. Before that, he worked at Sullivan, Bruyette, Speros, & Blayney and BMO Harris Bank. At these firms he specialized in comprehensive financial planning.
He received his B.S. degree in electrical engineering from the University of Illinois Urbana- Champaign and an M.B.A. from DePaul University in Chicago. He is Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) certificant, and holds the Chartered Financial Consultant (ChFC) designation.
Warren is a member of the CFA Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), and the FPA of Illinois.
Warren is an adjunct instructor at Northwestern University and the University of Illinois Chicago (UIC) teaching financial planning classes.
Recently retired, Warren provides pro bono financial planning advice for different not for profit organizations. He works with young adults, widowed individuals, and cancer patients providing them with financial planning advice. He volunteers in area schools teaching financial literacy.
Warren retired from Northern Trust. Before that, he worked at Sullivan, Bruyette, Speros, & Blayney and BMO Harris Bank. At these firms he specialized in comprehensive financial planning.
He received his B.S. degree in electrical engineering from the University of Illinois Urbana- Champaign and an M.B.A. from DePaul University in Chicago. He is Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) certificant, and holds the Chartered Financial Consultant (ChFC) designation.
Warren is a member of the CFA Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), and the FPA of Illinois.
Warren is an adjunct instructor at Northwestern University and the University of Illinois Chicago (UIC) teaching financial planning classes.