Jennifer Wyton, CFP<sup>&reg;</sup> - Financial Advisor

Jennifer Wyton, CFP®

CPA

Financial Planner

ShankerValleau Wealth Advisors

5215 Old Orchard Road, Suite 850
Skokie, IL 60077
FINANCIAL ADVISOR'S WEBSITE
(847) 859-1048 CONNECT WITH Jennifer
  • linkedin link

General

Jennifer Wyton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ShankerValleau Wealth Advisors in Skokie, IL and the surrounding communities.

Financial Advisor Overview

We offer a comprehensive approach to wealth management and will coordinate all aspects of your financial life. We employ a long-term, disciplined approach to wealth management that works.

More

Financial Advisor Experience

Jennifer is a certified public accountant and a CERTIFIED FINANCIAL PLANNER®. She holds a certificate in Financial Planning from Northwestern University. She graduated with Accounting and Mathematics degrees from Queensland University of Technology. Jennifer began her professional career in 2002.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth

More

Helpful Financial Planning Resources