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John Birkhauser, Cfp

Senior Vice President, Cfp at Bank Of America

Intro Book

John Birkhauser, CFP, is a seasoned financial expert with 46 years of experience, offering investment advisory, retirement planning, and wealth management services in the Greater Chicago Area.

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Location

Lake Forest, Illinois, United States, US

Skills

Investment Advisory
Retirement Planning
Equities
Risk Management
Bonds
Trading
Financial Planning
Financial Management
Investment Strategies
Retirement Income Strategies
Estate Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So John has 46 years of experience in the financial industry, which is extremely high. He’s a Senior Vice President, CFP, and has been working at Merrill Lynch since 1978. This level of experience, combined with his education from the University of Wisconsin-Madison, makes him an expert in his field. His skills in investment advisory, retirement planning, and wealth management are in high demand. Considering his level of experience, education, and location (Greater Chicago Area), I would estimate his hourly rate to be around $250. This is higher than the average financial advisor, but lower than top-tier investment managers. Some experts in his field can charge upwards of $500 per hour, but John’s experience and reputation suggest a more modest rate.

Bio

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Topline AI

John Birkhauser, CFP A seasoned financial expert with 46 years of experience, John Birkhauser has been a Senior Financial Advisor at Merrill Lynch since 1978. His extensive background in investment advisory, retirement planning, and risk management has equipped him to craft customized portfolios tailored to clients' goals, utilizing a tax-efficient approach to achieve reliable income. With a strong commitment to personalized service, John's team provides thoughtful strategies to complex financial situations, prioritizing communication, goal tracking, and timely advice.

Experience

Bank Of America
- Senior Vice President, Cfp
Merrill Lynch
- Greater Chicago Area
- Senior Vice President, CFP
  - 1978 - Present
  - Greater Chicago Area
  As a Senior Financial Advisor, I have been providing wealth management strategies at Merrill Lynch since 1978. My experience provides the expertise to assist clients in pursing their financial objectives. I have advised clients through a range of economic conditions and political environments. I ...

Education

1972 - 1976

University of Wisconsin-Madison

1972 - 1976

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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John Birkhauser, Cfp

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate