Financial Planning
Focusing on Your Complete Financial Picture
Translating your priorities into a lifelong financial strategy can give you more confidence that you will achieve your goals. With your objectives as our guide, we develop an integrated financial plan that addresses every stage of life, such as:
- Maintaining your current lifestyle, from today through retirement
- Understanding your short- and long-term spending needs
- Maximizing cash flow
- Helping you hedge against market volatility
- Minimizing your tax situation
- Making sure you are adequately and appropriately insured against risk
- Preserving your lifestyle in retirement
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Warren Arnold |
Manager, National Wealth Advisor Group
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Warren Arnold
Manager, National Wealth Advisor Group
Warren Arnold is a Senior Vice President at The Northern Trust Company, Chicago. Warren serves as manager of the National Wealth Advisor Group, where he advises private business owners and corporate executives. He specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management. His integrated consultative approach helps clients develop strategies to achieve their financial goals.
Prior to joining Northern Trust, Warren was a Financial Planner with Sullivan, Bruyette, Speros & Blayney, and with Harris Bank. At both these firms Warren specialized in comprehensive financial planning for high net worth individuals. Warren received his B.S. degree in electrical engineering from the University of Illinois Urbana – Champaign and an M.B.A. from DePaul University in Chicago. He is a Chartered Financial Analyst charter holder (CFA), Certified Financial Planner™ (CFP) certificant, and a Chartered Financial Consultant designee (ChFC).
Warren is a member of the Charted Financial Analyst Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), the FPA of Illinois, and he is a director of the FPA Chicago Loop Council. He is also an adjunct instructor at Northwestern University teaching investment management.
Prior to joining Northern Trust, Warren was a Financial Planner with Sullivan, Bruyette, Speros & Blayney, and with Harris Bank. At both these firms Warren specialized in comprehensive financial planning for high net worth individuals. Warren received his B.S. degree in electrical engineering from the University of Illinois Urbana – Champaign and an M.B.A. from DePaul University in Chicago. He is a Chartered Financial Analyst charter holder (CFA), Certified Financial Planner™ (CFP) certificant, and a Chartered Financial Consultant designee (ChFC).
Warren is a member of the Charted Financial Analyst Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), the FPA of Illinois, and he is a director of the FPA Chicago Loop Council. He is also an adjunct instructor at Northwestern University teaching investment management.