Thomas J. Noto, CFP®, CLU, ChFC
Certified Financial Planner professionalâ„¢
Professional Focus:
As a financial professional with Equitable Advisors, my practice focuses on both financial and retirement planning for individuals and families. I also provide retirement benefits services for many businesses, school districts, municipalities and non-profit organizations in the Chicagoland area
I take an educational approach that is easy to understand and genuinely focused on your financial success. After thoroughly reviewing your needs and goals, we can begin to determine which financial strategies best fit your unique situation. Whether your needs are in the areas of investment, retirement, wealth management, insurance or estate planning, I have the knowledge and resources necessary to guide you.
Education:
- BA, Finance, DePaul University
Professional Licenses/Designations:
- FINRA Series 7 & 66 Registrations
- Life, Health and Long Term Care licenses
- CFP®
- CLU
- ChFC
Personal:
My wife Amy is an Occupational Therapist in Arlington Heights School District 25. We live in Mount Prospect, IL with our two wonderful children, Samantha and Justin.