Mary P. Wesche,  CFP<sup>&reg;</sup> - Financial Advisor

Mary P. Wesche, CFP®

Forum Financial Management, LP

1900 S Highland Ave, Ste 100
Lombard, IL 60148
(630) 306-2575

General

Mary Wesche is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forum Financial Management, LP in Lombard, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources