Mary  Erl

Mary Erl

| CFP®

Nest Builder Financial Advisors, Ltd.

Fee Only Financial Planner Located in Gurnee, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1800 Nations Drive
Suite 117
Gurnee, IL 60031

Mary Erl is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Mary Erl, owner of Nest Builder Financial Advisors, Ltd. is a CERTIFIED FINANCIAL PLANNER® professional and a Registered Investment Advisor.  She established her practice in 2003 and has built her reputation as a trustworthy and effective advisor.  As a Registered Investment Advisor, Mary is held to the highest standard of working in the client’s best interest.  This fiduciary standard, Mary’s objectivity, and the fact that she does not receive commissions or other compensation for the investments she recommends helps earn the trust of those who come to know her.Mary Erl

Mary is passionate about educating her clients and community members who are interested in learning more about personal finance, investments and retirement planning.  She has participated in the Financial Planning Association’s “Financial Planning Week” by presenting various topics at local libraries.  Additionally, she has held free workshops on such topics as Financial Basics, IRAs, Retirement Planning, and Long-Term Care Insurance.

Prior to her financial planning career, Mary worked in the Information Technology industry for over 20 years as a sales support engineer and national product marketing manager, during which her personal investment experiences fostered her interest in the services she now provides.

Education, Credentials, and Affiliations

Mary earned a Bachelor of Arts degree from DePaul University with a focus in business and finance. Mary’s CERTIFIED FINANCIAL PLANNER® professional credential, the most recognized designation in the industry, requires passing a rigorous, 2-day, 10-hour examination, a minimum 3 years experience, and 15 hours of continuation education every year.

Mary has been cited in the Chicago Tribune, Business Week; The Wall Street Journal and The New York Times in articles dealing with little-used tax credits, to gold and Roth IRAs.

As a member of the National Association of Personal Financial Advisors (NAPFA) Mary participates in the knowledge-sharing opportunities and continuing education conferences available.  Mary is also an active member of the Gurnee and Lindenhurst/Lake Villa Chambers of Commerce.