Marcus M. Trivedi,  CFP<sup>&reg;</sup> - Financial Advisor

Marcus M. Trivedi, CFP®

Financial Advisor

Trivedi Financial Group

420 W. Huron St., Ste 112
Chicago, IL 60654
(888) 929-4752
(312) 929-4752

General

Marcus Trivedi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trivedi Financial Group in Chicago, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Insurance, Life Planning, Retirement

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