Arlene Eason, CFP®, ChFC®, CFS®
Senior Wealth Manager
Arlene Eason, CFP®, ChFC®, CFS® is a Senior Wealth Manager with Ehlert Financial Group, Inc. and a Licensed Advocate of Protected Tomorrows®.
Since 1995, Arlene has been serving and advising individuals, families, and small-business owners on comprehensive financial planning and private wealth management. Developing long-term and trusted relationships with her clients has resulted in helping her clients not only survive, but thrive through the challenging economic times as well as life transitions. Prior to joining Ehlert Financial Group, she held senior management positions with American Express Financial Advisors and Citibank. She received awards including Advanced Advisor Group, Circle of Success, and the President’s Recognition Award.
With regards to the special needs community, Arlene is a third generation advocate. Her grandmother was a school principal and started the first special education program in the state of Maryland. To recognize her pioneering work, a school was named in her honor, The Ruth Parker Eason School in Anne Arundel County, Maryland. Arlene grew up in Bethesda, Maryland and moved to Chicago for a promotion in 2003 and has been calling the windy city her home ever since.
Arlene’s comprehensive financial planning focuses on the following key areas: net worth and cash flow, investment management, tax minimization, retirement planning, college planning, insurance solutions, and wealth preservation. To provide her clients with expert advice, she has earned the following professional certifications: Certified Financial Planner®, Chartered Financial Consultant®, and the Certified Fund Specialist®. She holds the Series 7, 24, 51, 63, and 65 FINRA licenses in addition to the Illinois Life & Health license. She is member of the Financial Planning Association. Arlene received her BA with a double major in Economics and Business as well as Psychology from Lafayette College in Easton, PA.
Email Arlene
847-522-8080 ext. 219