
Cfp Jeffrey Condren
🌟 Are you a high-achieving professional looking to strike the right balance between financial success and a fulfilling... | Chicago, Chicago, United States
*50 free lookup(s) per month.
No credit card required.
Cfp Jeffrey Condren’s Emails cc****@ra****.org
Cfp Jeffrey Condren’s Phone Numbers No phone number available.
Social Media
Cfp Jeffrey Condren’s Location Chicago, Chicago, United States
Cfp Jeffrey Condren’s Expertise 🌟 Are you a high-achieving professional looking to strike the right balance between financial success and a fulfilling life? 🚀 Worried about money and unsure about your financial milestones? I'm here to help! I'm a CERTIFIED FINANCIAL PLANNER professional, dedicated to bridging the gap between your dreams and a solid financial plan. I collaborate with driven individuals, multi-generational families, business owners, and professionals to optimize wealth. My expertise lies in crafting personalized financial plans covering cash flow analysis, asset allocation, retirement strategies, and social security solutions. High net worth individuals, foundations, and business owners have benefited from my insights and tailored strategies to address their specific financial needs. I concentrate on simplifying complex financial concepts, I educate clients on employer-provided benefits like stock options, stock purchase plans, 401(k)s, and other retirement plans. Beyond finance, you'll often find me with a racket in hand – tennis in warm weather and paddle when it turns cold. I enjoy sharing these sports with my wife and three kids. As an active board member and volunteer at the Ravinia Music Festival, I currently serve as President for the Ravinia Associates Board and Executive Board Member with the Ravinia Board of Trustees. I contribute to various committees, including Development and Investment, and also serve on the Mesirow 401(k) committee for Mesirow employees. About Mesirow: Mesirow is independent, employee-owned, and ranked in Barron's 2023 Top 100 RIA Firms list. Mesirow Wealth Management has served clients via a personal, custom approach to reaching financial goals for 85 years. https://www.mesirow.com/award-recognition-disclosures Let's navigate your financial journey together and ensure your success extends beyond the balance sheet! 💼💡 #FinancialPlanning #WealthOptimization #CFPProfessional #BoardMember #Volunteer #FinanceEducation I hold series 7 & 66 FINRA licenses.
Cfp Jeffrey Condren’s Current Industry Mesirow Wealth Management
Cfp
Jeffrey Condren’s Prior Industry
Depaul University
|
Jpmorgan
|
Jp Morgan
|
Ey
|
Mesirow Financial
|
Ravinia Festival
|
Mesirow Wealth Advisors
|
Mesirow Wealth Management
Not the Cfp Jeffrey Condren you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Mesirow Wealth Management
Senior Vice President
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Mesirow Wealth Advisors
Vice President, Wealth Advisor
Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Ravinia Festival
Ravinia Associates Board - President
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Mesirow Financial
Wealth Specialist
Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Ey
Senior Consultant
Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Jp Morgan
Associate
Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Jp Morgan
Investment Analyst
Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Jpmorgan
Intern
Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Depaul University
Crew Member
Mon Sep 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)