Deborah Burkhardt Feldman
Profile
Ms. Deborah B.
Feldman is President, Director of Wealth Management & Wealth Manager at Leonetti & Associates LLC.
As President of the practice, she shares responsibility with the CEO for implementing the practice’s strategic plan.
In her role as Director of Wealth Management, she oversees the practice’s financial planning and asset allocation processes.
Ms. Feldman joined Leonetti & Associates in 1984.
She has been featured in the Chicago Sun-Times, Wall Street Journal, Chicago Tribune, Money Magazine, Crain’s Chicago Business, Sylvia Porter’s Personal Finance, and other publications.
She has co-authored financial planning articles in the Journal of The American Association of Individual Investors.
She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, an investment advisor representative, and a member of the Financial Planning Association.
Former positions of Deborah Burkhardt Feldman
Companies | Position | End |
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Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | President | - |
Training of Deborah Burkhardt Feldman
Illinois State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Finance |
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