Jon L. Aldrich,  CFP<sup>&reg;</sup> - Financial Advisor

Jon L. Aldrich, CFP®

CPA

Principal

Focus Financial Advisors

6870 Rote Rd, Ste 101
Rockford, IL 61107
(815) 633-8844

General

Jon Aldrich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Focus Financial Advisors in Rockford, IL and the surrounding communities.

Financial Advisor Experience

Previously worked at large CPA firm, have been in Financial Planning for 18 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets

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