Edward W. Gjertsen, II CFP<sup>&reg;</sup> - Financial Advisor

Edward W. Gjertsen, II CFP®

Founder and CEO

Engage Wealth Group, LLC.

211 Waukegan Rd, Ste 300
Northfield, IL 60093
(847) 794-5000 CONNECT WITH Edward
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Edward Gjertsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Engage Wealth Group, LLC. in Northfield, IL and the surrounding communities.

Financial Advisor Overview

I am a Fee-Only, CERTIFIED FINANCIAL PLANNER™ professional who places the financial plan at the foundation of my client relationships. Your personal financial plan is designed to bring clarity and direction to your financial life.


Financial Advisor Experience

At Engage Wealth Group, LLC. we have come to recognize that every client is unique. Their life experiences and approach to money and finances is what makes our profession so rewarding. We engage with clients to share the wisdom and experience gained from so many clients throughout the years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: Illinois

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources