Alan Caldwell (AFC, CFP®, MBA)

Alan Caldwell focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Hourly
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Experience:

  • Financial planning/coaching practice since 2017
  • Worked as a financial coach for non-profit organizations in Chicago and Detroit
  • Worked with over 100 clients, coaching and financial planning
  • 24 years at Ford Motor Company, in financial related management positions

Credentials/Education:

  • Certified Financial Planner, CFP®
  • Registered Investment Advisor
  • Accredited Financial Counselor, AFC®
  • MBA, Finance, University of Michigan
  • Professional Studies, CFP® Program, Northwestern University
  • Member NAPFA, FPA, and AFCPE

Additional Information

I am passionate about financial planning! I very much enjoy meeting with clients, learning about their goals, discussing and analyzing options together, and helping clients achieve their objectives.

I am married, with two children, and four grandchildren. Life is good!

I am an avid runner. I've completed many marathons.

NAPFA Start Date

February 03, 2020

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This Office

3722 N Lakewood Ave Chicago, IL 60613-3716 Phone: (773) 558-4232