David A. Theis,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Theis, CFP®

President

Fee-Only Financial Advisors, Ltd.

116 E. Slade Street
Palatine, IL 60067
FINANCIAL ADVISOR'S WEBSITE
(847) 359-3300

General

David Theis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fee-Only Financial Advisors, Ltd. in Palatine, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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