Elizabeth  Buffardi

Elizabeth Buffardi

| CFP®, CPA

Crescendo Financial Planners, Inc.

(312) 420-3654

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Fee-Only Financial Planner serving the Oak Brook, IL area.

Specialties

  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Women\'s Financial Issues
  • Fee-Only Financial Planning
  • Financial Reviews
  • Tax Planning

Website

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110 Oak Brook Road
31st Street
Oak Brook, IL 60523

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Elizabeth Buffardi is a Chicago, IL Fee-Only Financial Planner serving Chicago and all surrounding areas. Crescendo Financial Planners, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Elizabeth Buffardi is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Elizabeth Buffardi started her career as a tax accountant at Blackman Kallick, a public accounting firm in Chicago, IL.  After 2 years, she went to a family office, where she was the accountant for a family’s entire investment portfolio, along with the liaison between the investment managers, accountants, auditors and attorneys they used.  At one point, she realized she treated their money better than she treated her own money.  She started to learn all she could regarding investing.  The rest of her work experience is in the financial services area, specifically, in the hedge fund and funds of hedge funds arena.

Crescendo was born from Elizabeth’s quest to help people like herself gain control of their financial lives.  She strives to provide the information that people need and to be able to recommend solutions that are right for that person and their situation.  As she says, “You are a multi-faceted person.  Your personal life includes your career, your family, your hobbies, etc.  Your financial life is also multi-faceted.  It includes your home, your business, your investments, your taxes, etc.  I look at everything because one facet of your financial life can affect the others.  They all have to work together in harmony.”

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You may be trying to figure out how to pay how to fund your 401(k), save for an emergency fund, or buy a home.  You may be trying to figure out how to do all of these things at the same time.

Maybe you’re unsure how to build wealth while educating your children and starting a business.

Perhaps you’re struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.

Whatever your current situation, worrying about finances impacts your life and relationships.  We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Fee-Only, Holistic Advice for Better Financial Decisions and Fewer Worries

Holistic financial planning is a process, not an event.  It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.

View our holistic process.

As fee-only financial advisors, we sell no products and receive no commissions.  Instead, you pay us an annual retainer that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.  Knowing in advance exactly how much you are paying for advice and understanding that your advisor puts your interests first brings peace of mind.

Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.

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