Deborah Burkhardt Feldman

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Finance

Consumer Services

Profil

Ms. Deborah B.
Feldman is President, Director of Wealth Management & Wealth Manager at Leonetti & Associates LLC.
As President of the practice, she shares responsibility with the CEO for implementing the practice’s strategic plan.
In her role as Director of Wealth Management, she oversees the practice’s financial planning and asset allocation processes.
Ms. Feldman joined Leonetti & Associates in 1984.
She has been featured in the Chicago Sun-Times, Wall Street Journal, Chicago Tribune, Money Magazine, Crain’s Chicago Business, Sylvia Porter’s Personal Finance, and other publications.
She has co-authored financial planning articles in the Journal of The American Association of Individual Investors.
She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, an investment advisor representative, and a member of the Financial Planning Association.

Ehemalige bekannte Positionen von Deborah Burkhardt Feldman

Unternehmen	Position	Ende
Leonetti & Associates LLC Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^	Präsident	-

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Ausbildung von Deborah Burkhardt Feldman

Illinois State University

Undergraduate Degree

Erfahrungen
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