Susan R. Milanak,  CFP<sup>&reg;</sup> - Financial Advisor

Susan R. Milanak, CFP®

President

GEM Financial Advisors

810 S Waukegan Rd, Ste 200
Lake Forest, IL 60045
(847) 680-3082

General

Susan Milanak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GEM Financial Advisors in Lake Forest, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

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

Insurance Licenses

  • Life insurance: Illinois and Florida
  • Health/disability insurance: Illinois and Florida
  • Variable annuities: Illinois and Florida

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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