Andrea Oliver
CFP®
North Park Financial Planning
Financial Advisor
Andrea Oliver
CFP®
North Park Financial Planning
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrea Oliver, CFP®
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Andrea Oliver is a Chicago, IL fee-only financial planner. North Park Financial Planning provides comprehensive and objective financial planning to help individuals and couples, entrepreneurs, self-employed, and employees of large tech companies organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrea Oliver is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Meet Andrea Oliver, a Chicago, IL fee-only financial planner and founder of North Park Financial Planning.
I love living in Chicago and the people here. Married to David for almost 25 years, we have 4 children; ages 23, 20, 16 and 13. After being home with them for several years and wanting to return to Financial Planning; I started my practice so that I could improve my own life and work in a way that allows me to spend time with my friends and loved ones, stay physically active and travel. I'm enthusiastic about helping others engage in fulfilling work/life experiences and I love encouraging friends and clients to do so.
Could you use a coach that gets to know your financial story AND helps you stay accountable to a thoughtfully designed financial plan? Understanding your money story gives you the opportunity to know yourself and set up boundaries around this knowledge in your daily actions. NPFP can use the robust and varied financial tools in our toolbox to help you organize your finances, invest your savings, and tailor your financial planning in an empathetic way that resonates to your past, present and your better future.
Working with me over time will provide you accountability to live a fulfilling life presently and decades from now. Your future self will thank you for the work we start together today.
Andrea Oliver is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I work with clients to build a personal financial system that will increase their financial and overall confidence, ultimately building their wealth and freedom.
North Park Financial Planning specializes in assisting self-employed technical creatives to work, play, and create within a financial system centered around their values and well being. Our mission is to partner with clients so they don’t feel overwhelmed by financial decision making and administration.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andrea Oliver is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Andrea Oliver is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Andrea Oliver is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Andrea Oliver
Office Locations:
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5337 N Spaulding Ave
Chicago, IL 60625
