William J. Nedza,  CFP<sup>&reg;</sup> - Financial Advisor

William J. Nedza, CFP®

Principal

Ventoux Financial Advisors, LLC

165 North Canal Street, Suite 1530
Chicago, IL 60606
FINANCIAL ADVISOR'S WEBSITE
855-VENTOUX, ext. 500
(312) 907-3872
CONNECT WITH William
  • linkedin link

General

William Nedza is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ventoux Financial Advisors, LLC in Chicago, IL and the surrounding communities.

Financial Advisor Experience

Experienced financial professional with over 30 years in the industry. My main focus is comprehensive financial planning and investment advisory services for medical professionals and high net worth individuals and families. I assist clients in the areas of risk management, tax planning, estate planning, retirement planning, investment advisory and employee benefits. I have extensive knowledge in many areas of the industry including clearing firm and broker-dealer functions, securities trading, and I have dealt directly with the SEC, FINRA, and state securities regulators in regard to broker-dealer functions and general industry issues. Most importantly I maintain the highest level of integrity with my clients and all people and companies with whom I interact, and I act in a fiduciary capacity, always placing my clients' interests first and foremost. Contact me direct at: Bill@VentouxFA.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 4, 24, 53, 55, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IL, FL
  • Fixed annuities: IL, FL
  • Variable annuities: IL, FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Insurance, Job Loss, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources