Jon L. Aldrich,  CFP<sup>&reg;</sup> - Financial Advisor

Jon L. Aldrich, CFP®

CPA

Principal

Focus Financial Advisors

6870 Rote Rd, Ste 101
Rockford, IL 61107
(815) 633-8844

General

Jon Aldrich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Focus Financial Advisors in Rockford, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets

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