Marilyn Friedman, CFP®Financial Advisor
Marilyn Friedman has more than 30 years of experience in the financial services industry and received the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. Prior to joining IHT Wealth Management, she worked at Metlife/Mass Mutual, Oppenheimer, and Cook County Hospital exclusively selling Sec. 457 Deferred Compensation retirement programs to more than 6,000 employees. An accomplished public speaker, she has held over 100 seminars on various financial investment topics throughout her career.
As a Financial Advisor, Marilyn assisters her clients with stock, bond and mutual fund transactions. She also possesses Life and Health Licenses in the State of Illinois, which helps her clients with health and long-term care insurance. She also offers customized asset management services to help satisfy each client’s specific requirements and utilizes professional money managers to assist with planning clients’ needs.
Marilyn’s goal as a Financial Advisor is to help select and monitor suitable investments. She is committed to educating these clients about wealth preservation and protection as well as the careful strategy involved in preparing for and during their retirement. She is dedicated to efficient service and ongoing communications with her clients. She earned her Bachelor’s and Master’s degrees from Northwestern University in Evanston, IL and resides in Lincoln Park with her daughter.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and 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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