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Resonant Financial,

976 South Tremont Lane, Round Lake, IL 60073View on Map

Description

Resonant Financial is an independent, Fee-Only financial planning and investment advisory firm based in Round Lake, Illinois. We are here to help you evaluate the various demands on your finances and establish a flexible, lifelong process to meet them. We can help resolve a specific financial issue, or develop a comprehensive plan to get you started on a methodical approach towards achieving your goals. Whether you are starting a career or approaching retirement, a financial plan can give you valuable tools to maximize the benefits from your earning and savings. Vip Patel, CAIA, is the Founder and President of Resonant Financial, LLC. Vip has 14+ years of financial services industry experience at leading banks, including JP Morgan, Merrill Lynch, and Citigroup. He has served in a variety of capacities including in risk analytics, product management, pricing, and corporate finance management. Vip received his MBA from the University of Chicago Booth School of Business, and holds a BA, Economics from Northwestern University. Vip believes that while managing one’s finances is not overly complex, it does take some knowledge (to avoid costs), careful planning (to understand the impact of current and future choices) and a lot of discipline (to follow the plan when one’s instincts call for a deviation.) The Chartered Alternative Investment Analyst designation is recognized globally as the highest standard of achievement in alternative investments education.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Estate Planning
    Retirement Planning, Financial Planning, Estate Planning, Financial statement Analysis, Financial Forecasts, Investment Management, College Savings Planning
    ... Read MoreRead Less
  • 0 - 5 Years
  • 976 South Tremont Lane
  • By Appointment

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