David R. Page, CFP®, ChFC®

Private Wealth Advisor at Page Financial Advisors, Inc. 

David R. Page, CFP®, ChFC® is the principal and founder of Page Financial Advisors, Inc., a wealth management firm that specializes in investment management, retirement planning, and estate planning.  David is available for individual consultations, or to conduct seminars of various topics for business, educational and civic groups.

David received his Bachelor of Science degree in Finance from Northern Illinois University.  He started his career as a Financial Advisor with American Express Financial Advisors ("AEFA") in 1990.  He achieved membership into the Advanced Advisor Group, composed of select members of AEFA.

To expand the range and quality of products and services available to clients, David left AEFA and established Page Financial Advisors in March of 1998.  The financial consultants of Page Financial Advisors are affiliated with LPL Financial, named the No. 1 independent broker-dealer in the USA for the 20th year in a row by Financial Planning Magazine*.

In addition to his professional designations of CFP® (CERTIFIED FINANCIAL PLANNER 'tm') and ChFC® (Chartered Financial Consultant®), David maintains a membership with the Financial Planning Association.

David and his wife, Katie, live in Arlington Heights with their 2 daughters. He was elected to the Arlington Heights Elementary School District 25 School Board and is currently President of The School Board.  Also, in the warm months, he coaches his daughter's soccer team.

*Based on revenues as reported in Financial Planning Magazine, June 1996-2015