Abhishek Awana
Service type
It’s free, with no obligation to book
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About
I'm a licensed professional personal financial planner with an expertise in Defensive Financial Planning - Tax Optimization, Tax Free Retirement Planning, Kids Education Planning, Long Term Care planning, Guaranteed Lifetime Income planning . I also specialize in Estate Planning.
My goal is to eliminate the stress by building a sound foundation of financial planning that each family can leverage to build a secured and worry free financial future.
Overview
Serves Naperville, IL
Background checked
1 employee
2 years in business
Business hours
Sun10:00 am - 10:00 pmMon4:00 pm - 11:00 pm
Payment methods
This pro accepts payments via Cash, Check, Credit card, Venmo, and Zelle.
Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for responsiveness, punctuality, and professionalism.
5.0
1 review
5
100%
4
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3
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David L.
Sep 30, 2025
Abhishek helped us in educating us about the importance of looking at our financial portfolio from an overall perspective and how to optimize it through diversification, which I though I knew but boy going through with Abhishek opened up our eyes to lot of unknowns that is not easily understood without a professional help. HIGHLY RECOMMEND everyone to take professional's help.
Credentials
Background Check
Abhishek Awana