Monte G. Luzadder,  CFP<sup>&reg;</sup> - Financial Advisor

Monte G. Luzadder, CFP®

CFA, CRC®

Financial Advisor

Pioneer Wealth Planning Group

2400 Ravine Way, Ste 100
Glenview, IL 60025
FINANCIAL ADVISOR'S WEBSITE
(855) 668-8538
(847) 486-9700

General

Monte Luzadder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pioneer Wealth Planning Group in Glenview, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: AZ,CO,IA,IL,IN,MO,MS,NJ,OH,SC,TX
  • Health/disability insurance: AZ,CO,IA,IL,IN,MO,MS,NJ,OH,SC,TX
  • Fixed annuities: AZ,CO,IA,IL,IN,MO,MS,NJ,OH,SC,TX
  • Variable annuities: AZ,CO,IA,IL,IN,MO,MS,NJ,OH,SC,TX

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Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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