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

William J. Vlazny, CFP®

CPA

Holistic Wealth Management Group

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

General

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 FINANCIAL PLANNER™ (CFP®)
  • 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

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