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Elizabeth Doran Buffardi

Elizabeth D. Buffardi

CRESCENDO FINANCIAL PLANNERS
Oak Brook, IL
Some features on this profile are disabled
CRD#: 5826023
Elizabeth Doran Buffardi

Professional summary

Elizabeth Doran Buffardi, CFP® is a registered financial advisor currently at CRESCENDO FINANCIAL PLANNERS INC. located in Oak Brook, Illinois.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Elizabeth has worked at 2 firms and has passed the Series 65 exam.

Biography

I love music (hence the name of my business), travel and photography.  I am a member of the Alliance of Comprehensive Planners.
top-8-questions

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Budgeting
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ms. Buffardi is President and Investment Adviser Representative of Crescendo Financial Planners, Inc. Crescendo Financial Planners Inc. is an Illinois corporation located at 110 Oak Brook Road, Oak Brook, IL 60523. Crescendo Financial Planners, Inc. provides fee-only financial planning services. Ms. Buffardi devotes an average of 160 hours per month to her activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Doran Buffardi's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

July 3, 2013 - Present

CRESCENDO FINANCIAL PLANNERS INC.

RIA
CRD#: 153801
Oak Brook, IL
Past

August 15, 2017 - November 29, 2017

FINANCIALPLANNING4ME, LLC

RIA
CRD#: 289079
BUENA VISTA, CO
Past

February 1, 2011 - December 31, 2012

CRESCENDO FINANCIAL PLANNERS INC.

RIA
CRD#: 153801
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/3/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2011
Uniform Investment Adviser Law Examination

Current Firm

CF
CRESCENDO FINANCIAL PLANNERS INC.
CRESCENDO FINANCIAL PLANNERS INC. | CRESCENDO FINANCIAL PLANNERS, INC.

CRD#: 153801 / SEC#:

Illinois
Registered Investment Advisory firm - (7/3/2013 Approved)
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Contact information

Main Address
Oak Brook, IL
Mailing Address
Phone number
(630) 446-0114
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 43,983,828

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRESCENDO FINANCIAL PLANNERS INC.

CRD#: 153801Oak Brook, IL

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