Cicily Carson Maton,  CFP<sup>&reg;</sup> - Financial Advisor

Cicily Carson Maton, CFP®

CeFT™

Partner

The Planning Center, Inc.

303 W. Erie St., Ste 311
Chicago, IL 60654
FINANCIAL ADVISOR'S WEBSITE
(312) 664-4090

General

Cicily Maton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Planning Center, Inc. in Chicago, IL and the surrounding communities.

Financial Advisor Overview

The Chicago office of The Planning Center (former Aequus Wealth Management Resources) has guided clients through the inevitable ups and downs of life as they have encountered obstacles and opportunities on their financial journey. Our goal is the assist our clients in making better decisions.

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Financial Advisor Experience

Cicily Maton was a pioneer in life planning and an early adaptor of the tools and methods of communication developed from the research from the fields of behavioral financial, neuropsychology and psychology. She has earned the mastery level of CeFT(TM), Certified Financial Transitionist(TM).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Financial Transitionist

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Job Loss, Retirement, Life Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources