Craig J. Horvath,  CFP<sup>&reg;</sup> - Financial Advisor

Craig J. Horvath, CFP®


President | Wealth Advisor

Horvath Planning & Wealth Management, LLC

2323 Naperville Rd, Ste 210
Naperville, IL 60563
(855) 553-PLAN
(815) 553-3423
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Craig Horvath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Horvath Planning & Wealth Management, LLC in Naperville, IL and the surrounding communities.

Financial Advisor Overview

Horvath Planning & Wealth Management, LLC is a full-service wealth management firm and we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.


Financial Advisor Experience

Horvath Planning & Wealth Management offers clients an impressive depth of expertise in investment planning, insurance, and estate planning. During our 20 years in business, we have provided comprehensive financial advice to hundreds of families.
We hold a variety of professional designations and are well versed in a number of financial disciplines. Our combination of education and experience position us to offer broad-based financial advice our clients can trust.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - RFC®, CRFA, CLTC®, LUTCF®, CSA®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment adviser. Level Four Advisory Services, LLC and Horvath Planning & Wealth Management, LLC are separate entities from LPL Financial.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Special Needs, Women's Finances


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