Mary Erl (CFP®)

Mary Erl focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Mary Erl, owner of Nest Builder Financial Advisors, Ltd. is a CERTIFIED FINANCIAL PLANNER® professional and a Registered Investment Advisor. She established her practice in 2003 and has built her reputation as a trustworthy and effective advisor.  As a Registered Investment Advisor, Mary is held to the highest standard of working in the client’s best interest.  This fiduciary standard, Mary’s objectivity, and the fact that she does not receive commissions or other compensation for the investments she recommends helps earn the trust of those who come to know her.

Mary is passionate about educating her clients and community members who are interested in learning more about personal finance, investments and retirement planning. She has participated in “Financial Planning Week” by presenting various topics at local libraries. Additionally, she has held free workshops on such topics as Financial Basics, IRAs, Retirement Planning, and Long-Term Care Insurance. 

Mary has been cited in the Chicago Tribune, Business Week; The Wall Street Journal and The New York Times in articles dealing with little-used tax credits, to gold and Roth IRAs. 

Prior to her financial planning career, Mary worked in IT.

Additional Information

Mary's hobbies include voluneering (LLV Chamber, past Lupus Foundation board member) gardening, cooking, golfing, paddleboarding, and reading.

 

NAPFA Start Date

September 19, 2005

Submit
Submit

This Office

1800 Nations Dr Ste 117 Gurnee, IL 60031-9171 Phone: (847) 855-4483