Dario Kerkez, CFP®Wealth Manager
For over a decade, Dario has provided holistic advice to individuals, families and businesses looking to overcome the challenges they face today while planning for tomorrow, understanding their needs and developing a comprehensive, customized strategy to pursue true wealth. He serves as a wealth management resource to business owners, MD’s, and executives, assisting them in making proactive, personal financial decisions while providing strategies aimed to build and preserve their assets.
Dario is a CERTIFIED FINANCIAL PLANNER™ and a go to person for employer sponsored 401k, 403b and 457 plans helping companies, non for profit, healthcare organizations, and government plan administrators understand new Fiduciary rules, provide ongoing financial education seminars to employees at work-sites, and with employees in transition to retirement. Also he is a great resource on Voluntary and Executive benefits shaping new trends in employee retention.
Graduated in Europe, University of Belgrade, B.A Business Management, Dario incorporates a broad view on wealth building practice in today’s interconnected financial world, and is an avid reader on financial history, investing, politics, and international affairs. Dario, with his wife Sladjana (MD at University of Chicago) and two lovely children Andrea (5) and Noah (3) live on the vibrant Lake Shore Drive in Chicago, loves to travel around the world, often cooks for family and friends, is very active in sports, and enjoys spending time by the lake and in nature.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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