Abby’s Interests
Resources Recommended by Abby
Contact
Abby Phillips, CFP®
Wealth Advisor
VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606
P: 872.259.1175
My Mission
My mission is to empower individuals and businesses to achieve their financial goals through personalized guidance and a commitment to their success.
Education
- Bachelor’s Degree, Financial Planning, University of Illinois at Urbana-Champaign
- CERTIFIED FINANCIAL PLANNER™ professional
Specializations
- Comprehensive Financial Planning
- Asset Allocation and Investments
- Tax and Estate Planning Strategies
Contact Me
VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606
Abby Phillips is a Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional at Vivaldi Capital Management. Abby provides comprehensive financial advice and solutions to help clients meet their goals. Prior to joining Vivaldi in 2021, Abby graduated from the University of Illinois with a bachelor’s degree in Financial Planning and previously worked as an Associate Advisor at Mariner Wealth Advisors.