Edward Gjertsen II (CFP®)
Edward Gjertsen II focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Why Engage With Us?
Our mission is to simplify your financial life by giving you clarity and direction. Our process ensures you receive the care, attention, and service you need to achieve your goals. We pride ourselves on eliminating emotional barriers to help you become an engaged and more effective financial decision-maker.
What You Can Expect When You Engage With Us
We endeavor to learn about you and your hopes for the future, your finances, your needs, and what keeps you up at night.
We value true partnerships and collaborate with you to create a personalized, flexible financial plan to help you reach your goals and maybe sleep a little better. We put your plan into action and manage your portfolio so you can get out and enjoy your life.
Additional Information
We work closely with clients to provide financial clarity and direction in their life. We specialize in comprehensive financial planning, to guide our clients to transform their financial silos into pillars. We develop and review your financial goals and provide actionable strategies to achieve financial independence.
We collaborate with our clients’ tax professionals, estate planning attorneys, and other professionals to help coordinate and strengthen their financial pillars in today’s complex financial world.
Ed is the founder of Engage Wealth Group, LLC., a Fee-Only financial advisory firm built on the philosophy that financial planning and portfolio management should be transparent, individualized, and most important collaborative. As a CERTIFIED FINANCIAL PLANNER™ professional, he has been serving the financial planning needs of clients for over twenty-five years.
A sought-after industry expert, Ed has presented locally, nationally, and internationally on a wide range of personal finance topics and industry trends. He is frequently featured in numerous local and national media outlets, including The Wall Street Journal, The New York Times, CNBC, Bloomberg, NPR, ABC, MSN, Barron’s, The Journal of Financial Planning, AARP Magazine, The Chicago Tribune, WBBM Noon Business Hour and Yahoo Finance.
Ed proudly served the profession as the National Chairman of the Financial Planning Association’s Board of Directors, leading 22,000 active members. He is a co-founder of the FPA National Diversity & Inclusion Initiative and is past President and Chairman of the Financial Planning Association of Illinois, one of the nation’s largest Chapters. He is a recipient of the FPA of Illinois Heart of Financial Planning Distinguished Service Award.
NAPFA Start Date
September 01, 2020
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no assurance that you will experience a certain level of results or satisfaction if you
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