Kristin Beal
Investment Manager
Investment Advisory

Chicago, IL
+1 312.595.6368

Areas of Focus: Comprehensive Financial Planning and Investment Advisory

Profile:
  • Develops and implements comprehensive wealth management strategies for affluent individuals
  • Provides broad-based financial planning and investment advice to help clients create, grow, preserve and distribute their wealth
  • Specializes in asset allocation and financial planning strategies designed to meet the specific needs, goals and concerns of businesses, their owners and individuals
  • Serving in a fiduciary capacity, manages clients' investment profiles in a manner consistent with their unique objectives, risk tolerance, and overall financial plan
  • Scope of services includes retirement planning, saving strategies, pension/Social Security optimization, tax reduction strategies, education funding, insurance/risk management, employee benefits and estate plan consulting
  • Advises business owners on their qualified retirement programs
  • Holds Series 7 and 66 licenses, as well as an Illinois insurance license for life, health and disability and long term care
Education:
  • B.A. International Studies, The University of Chicago
  • M.P.P. The Harris School of Public Policy at The University of Chicago
Affiliations:
  • Infant Welfare Society of Chicago Board, member
  • Big Shoulders Fund Auxiliary Board, member
  • National Association of Women Business Owners (NAWBO), member
  • Ruth Page Center for the Arts, board member
  • Southland Chamber of Commerce, member
  • UCAN, volunteer