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

William J. Vlazny, CFP®


Holistic Wealth Management Group

1 Executive Ct, Ste 4
South Barrington, IL 60010-9533
(847) 277-0088 x105


William Vlazny is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Holistic Wealth Management Group in South Barrington, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Certified Public Accountant (CPA)

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Investment Management, Estate Planning, Job Loss, Insurance, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes


Helpful Financial Planning Resources