Lisa P. Dickholtz,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa P. Dickholtz, CFP®

President, Wealth Advisor

Dickholtz Wealth Management, Inc.

2565 Shermer Rd
Northbrook, IL 60062
FINANCIAL ADVISOR'S WEBSITE
(847) 272-1155

General

Lisa Dickholtz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dickholtz Wealth Management, Inc. in Northbrook, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

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

Broker-Dealer Affiliation

Securities America, Inc.

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, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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