Balasa Dinverno Foltz LLC
Address: 500 Park Blvd Suite 1400, Itasca, IL 60143 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (630) 875-4900Place name: : : : Website: : : Category: : Website: http://bdfllc.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Balasa Dinverno Foltz Posting publicly on the Web Write a review Reviews 1 Google review From Balasa Dinverno Foltz "At BDF we serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of Attorneys, Divorce, Insurance Brokers and Financial Service Professionals. Our dedicated Practice...More "At BDF we serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of Attorneys, Divorce, Insurance Brokers and Financial Service Professionals. Our dedicated Practice Groups are comprised of experts in these areas, leveraging our real world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. We explore each client's unique vision of a full life and help them create a path to realize their goals. Their comprehensive financial plan includes retirement projections, tax and estate planning, risk management, college education funding, philanthropy and executive benefits."
Balasa Dinverno Foltz LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Balasa Dinverno Foltz LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Balasa Dinverno Foltz LLC Employees
Balasa Dinverno Foltz LLC July 2015 - Present
A Registered Investment Advisory Firm September 2013 - June 2015
Trinity Christian College September 2011 - May 2015
Chicago Semester July 2014 - December 2014
Jellyvision February 2014 - May 2014
Colliers International - Grand Rapids June 2009 - January 2011
Culver Franchising System, Inc. June 2009 - May 2010
Education
Trinity Christian College 2011 — 2015
Bachelor of Science (BS)
Fruition Partners March 2011 - February 2014
Balasa Dinverno Foltz LLC January 2007 - January 2011
Sears Holdings Corporation November 1998 - May 2005
Skills
Corporate Finance, Personal Finance, Asset Management, Strategic Financial..., Investment Advisory, IPO, Investment Strategies, Wealth Management, Financial Advisory, Risk Management, Mergers & Acquisitions, Cash Management, Investments, Estate Planning, Financial Analysis, Valuation, Due Diligence, Investment Management, Mutual Funds, Retirement Planning, Business Valuation, Private Equity
Education
Illinois Wesleyan University 1991 — 1995
Bachelor of Arts, Accounting
Forum Financial Management, LLC February 2012 - October 2013
Balasa Dinverno Foltz LLC February 2010 - July 2011
Trinity Financial Advisors, LLC January 2007 - January 2010
Northern Trust Company April 1986 - July 1998
Skills
Wealth Management, Banking, Financial Services, Retirement Planning, Strategic Financial..., Practice Management, Personal Tax Planning, Income Tax, Investments, Commercial Lending, Money Guide Pro, Morningstar, Junxure
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelors in Business Administration, Accounting/Finance
DiMeo Schneider & Associates November 2014 - Present
Balasa Dinverno Foltz LLC July 2013 - October 2014
RegentAtlantic Capital, LLC August 2011 - July 2013
United States House of Representatives January 2011 - May 2011
Education
Texas Tech University
Master of Science, Personal Financial Planning
University of Illinois at Urbana-Champaign
Bachelor of Science, Financial Planning
Balasa Dinverno Foltz LLC December 1998 - Present
Heather L. Locus, CPA, CFP® January 1996 - December 1998
Melton & Melton, LLP January 1995 - January 1996
Arthur Andersen LLP July 1993 - January 1995
Skills
Wealth Management, Special Needs Planning, 529 Plans, Estate Planning, Retirement Planning, Risk Management, Investments, Trusts
Education
University of Houston 1994 — 1995
Bachelor's degree, Financial Planning and Services
University of Northern Iowa 1989 — 1993
Bachelor's degree, Accounting
Balasa Dinverno Foltz LLC 2009 - 2012
Bernstein Global Wealth Management 2007 - 2008
Strategic Wealth Management Group, LLC 2006 - 2007
Skills
Wealth Management, Financial Planning, Asset Management, Retirement Planning, Investment Strategies, Strategic Financial..., Estate Planning, Financial Planners, Finance, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Accounting, Tax, Retirement, Investment Management, Financial Advisory, Portfolio Management, High Net Worth...
Education
Purdue University - Krannert School of Management 2002 — 2006
Bachelors, Finance
XPECT Marketing, Inc. February 2011 - Present
Corbett, Duncan & Hubly, P.C. May 2009 - February 2011
Balasa Dinverno Foltz LLC May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co. January 2002 - May 2008
Skills
Marketing Communications, Business Planning, B2B Marketing, Lead Generation, Direct Marketing, Marketing, Accounting, New Business Development, Strategic Financial..., Budgets, Email Marketing, Marketing Strategy, Industrial Engineering, Strategic Planning, Leadership, Sales, Process Improvement, Advertising, Business Development, Coaching, Entrepreneurship, Training, Account Management, Sales Management, Strategy, Nonprofits, Trade Shows, Selling, Strategic Partnerships, Small Business, Start-ups, Market Planning, Marketing Management, B2B, Online Marketing, Social Media Marketing, Brand Development, Competitive Analysis
Education
Roosevelt University 1994 — 1996
MSIMC, Marketing Communications
Elmhurst College 1975 — 1979
BA, Business, Psychology
gradeschool
Balasa Dinverno Foltz LLC August 2011 - Present
Leavitt Capital Management August 2007 - August 2011
Northern Trust August 2005 - August 2007
Balasa Dinverno Foltz LLC November 1998 - August 2005
Playboy Enterprises, Inc. September 1995 - June 1998
Automatic Data Processing, Inc., June 1994 - September 1995
KPMG Peat Marwick, LLC September 1992 - June 1994
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Investment Strategies, Estate Planning, Investment Management, Retirement, Financial Services, Insurance, Wealth, Financial Planners
Education
Northern Illinois University 1988 — 1992
B.S., Accounting
Balasa Dinverno Foltz LLC June 2015 - Present
Scientific Games June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Cpr Certified, Microsoft Word, Teamwork, Leadership, Computer Repair, Critical Thinking, Lifesaving, Supervisory Skills, Public Speaking, Process Scheduler, Time Management, Microsoft Excel, Social Media, Telephone Skills, Access, Data Entry, Marketing, Sales, Customer Service, Finance
Education
Northwestern University 2015 — 2016
CFP Program, Financial Planning
University of Dayton 2011 — 2015
Finance
Pegasus Partners Ltd. May 2015 - Present
Balasa Dinverno Foltz LLC August 2011 - May 2015
RSM McGladrey July 2010 - August 2011
McGladrey & Pullen LLP September 2006 - July 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Balasa Dinverno Foltz LLC June 2011 - Present
Professional Athlete April 1998 - December 2010
Athletes in Action 2003 - 2009
Skills
Retirement Planning, Wealth Management..., Investments, Public Speaking, Investment Management
Education
Northwestern University 2011 — 2012
Continuing Studies, Financial Planning
Moody Graduate School 2005 — 2010
Master of Arts (MA)
University of Toledo 1994 — 1998
Bachelor of Arts (BA)
Balasa Dinverno Foltz LLC December 2013 - Present
Balasa Dinverno Foltz LLC April 2008 - Present
JP Morgan Chase April 2007 - April 2008
Education
DePaul University 2008 — 2009
Continuing Studies, Financial Planning
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.A., Finance
Balasa Dinverno Foltz LLC January 1993 - Present
Skills
Comprehensive Wealth..., Investment Management, Retirement Planning, Estate Planning, Tax Efficiency, Business Succession, Family Meetings
Education
Purdue University 1987 — 1992
Bachelor of Science (B.S.), Financial Counseling and Planning
Balasa Dinverno Foltz LLC June 2014 - Present
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2011 - August 2012
Skills
Portfolio Assessment, Portfolio Performance..., Organizational..., Microsoft Office, Finance, Mutual Funds, Asset Allocation, Equities, Analysis, Project Planning, Retirement, Investment Strategies, Portfolio Management, Valuation, Wealth Management
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.) Farmer School of Business, Finance, Senior
Miami University Dolibois European Center 2012 — 2012
Focus in European Culture and Society
Boardman High School 2006 — 2010
JPMorgan Chase June 2014 - Present
Greif June 2013 - August 2013
Tata Motors March 2013 - May 2013
Balasa Dinverno Foltz LLC June 2010 - July 2012
PJH & Associates, Inc. 2008 - 2010
RSM McGladrey 2007 - 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2008
Boconni University - Milan, Italy 2006 — 2006
Hitachi Data Systems July 2012 - Present
Swisslog Healthcare Solutions July 2011 - April 2012
Schawk Digital Solutions June 2010 - July 2011
Insurance Auto Auctions February 2009 - March 2010
IFC Credit Corporation July 2007 - November 2008
Exhibitgroup/Giltspur November 2004 - July 2007
Balasa Dinverno Foltz LLC March 2004 - November 2004
Comdisco, Inc. January 1999 - April 2003
Comdisco, Inc. May 1996 - January 1999
Prime Leasing, Inc. September 1994 - May 1996
Skills
Contract Management, Billing Specialist, Contract Negotiation, Contract Review, Customer Relations, Asset Management, Customer Service, SharePoint, Equipment Acquisition, Proofreading, Training Skills, Procedure Creation, Procedure Manuals, Procedure Analysis, New Hire Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Organization, Training, Analysis, Finance, Asset Managment, Databases, Account Management, Process Improvement, Sales Management, Auditing
Education
North Central College 1980 — 1984
BA, Business Administration Political Science
Harper College 2012 — 2014
Paralegal Certification
Strategic Solutions May 2011 - Present
Balasa Dinverno Foltz LLC July 2014 - June 2015
Primary Insights, Inc. May 1993 - August 2008
Skills
Strategy, Marketing, Leadership, Strategic Planning, Marketing Strategy, Management, Social Media, Strategic Communications, Small Business, Strategic Hiring, Digital Marketing, Hiring, Hiring Practices, Business Strategy, Small Business Marketing, Small Business Online..., Small Business..., Business Owner Planning, Employee Management, Business Development, Social Networking, Editing, Nonprofits, Social Media Marketing
Education
North Central College 1996 — 1999
MBA, self-created focus in entrepreneurship
American University 1989 — 1993
BA, Literature, minor in Psychology
Naperville Central High School
Balasa Dinverno Foltz LLC June 1986 - Present
Dinverno & Foltz LLP August 1984 - August 2004
Price Waterhouse August 1982 - August 1984
Skills
Financial Planning, Investment Advisory, Private Wealth...
Education
The John Marshall Law School 1979 — 1982
J.D., Law
University of Southern California - Marshall School of Business 1975 — 1979
Bachelor of Science, Accounting
Balasa Dinverno Foltz LLC January 1986 - Present
Dinverno & Foltz LLP August 1984 - August 2004
Price Waterhouse August 1982 - August 1984
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1979 — 1982
JD, Law
Illinois State University 1975 — 1979
BS, Accounting
College for Financial Planning 1987 — 1988
Balasa Dinverno Foltz LLC January 2005 - Present
WNA Wealth Advisors, Inc. August 1993 - December 2004
Westrick, Neff & Associates January 1992 - December 2004
Skills
Wealth Management, High Net Worth..., Portfolio Management, Investments, Retirement Planning, Financial Advisory, Personal Finance, Strategic Financial..., Succession Planning
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Notre Dame
BBA, Accounting
Balasa Dinverno Foltz LLC December 2001 - Present
Deloitte Consulting March 2001 - October 2001
Kraft Foods May 1997 - March 2001
Arthur Andersen July 1993 - May 1997
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Strategies, Retirement, Investment Management, Portfolio Management, Financial Advisory, Mutual Funds, Financial Planners, Wealth, Personal Finance, Strategy, Trusts
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Strategic Management
University of Pennsylvania 1989 — 1993
Bachelors, Finance and Accounting
Balasa Dinverno Foltz LLC July 2015 - Present
Vantage Financial Partners Limited January 2014 - June 2015
Edward Jones 2013 - 2013
New England Financial, A MetLife Company May 2012 - August 2012
Skills
Personal Financial..., Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning, Retirement Planning, Microsoft Excel, Microsoft Word, Junxure, Outlook
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (B.S.), Financial Planning
Balasa Dinverno Foltz LLC December 2014 - Present
Balasa Dinverno Foltz LLC December 2012 - November 2014
Balasa Dinverno Foltz LLC January 2012 - November 2012
Balasa Dinverno Foltz LLC March 2010 - December 2011
Midwest Mechanical Construction June 2007 - March 2010
Skills
Financial Planning, Retirement, Charitable Giving, Charitable Giving..., Charitable Trusts, Living Trusts, Trusts, Gift Tax, Estate Tax Planning, Long Term Care, Disability Insurance, Roth IRA, Simple IRA, SEP, 529 Plans, 401 K Rollovers, IRA's, IRA Rollovers, Wealth Preservation..., Wealth Management, Mutual Funds, ETFs, Risk Management, Succession Planning, Private Wealth..., Investment Strategies, Estate Planning, Investments, Insurance, Wealth, Retirement Planning, Asset Allocation, Investment Advisory, Insurance Planning, Asset Management, Portfolio Management, Investment Management, Business Planning, Personal Finance, Financial Advisory, Portfolio Optimization
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (B.S.), General Engineering
Balasa Dinverno Foltz LLC April 2005 - Present
Goldman Sachs (The Ayco Company, L.P.) June 2003 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Asset Management, Investments, Estate Planning, Retirement, Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, 529 Plans, Financial Advisory, Insurance Planning, Strategic Financial..., Investment Advisory, Investment Management, Financial Services, Mutual Funds, Wealth, Equities
Education
College for Financial Planning 2005 — 2006
Valparaiso University 1999 — 2003
BSBA
Balasa Dinverno Foltz LLC December 2014 - Present
Balasa Dinverno Foltz LLC May 2013 - Present
University of Illinois at Urbana January 2012 - May 2013
DiMeo Schneider & Associates LLC January 2013 - January 2013
Prudential Financial June 2012 - August 2012
Prospect Heights School District May 2010 - January 2012
State Farm Research & Development Center January 2011 - December 2011
Roland Realty August 2009 - November 2011
Golf Nation August 2006 - November 2010
Skills
Leadership, Accounting, Data Entry, Microsoft Excel, Research, Microsoft Office, Social Media, Event Planning, Finance, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Accounts Receivable, Account Reconciliation, Data Analysis, Budgets, Time Management, Nonprofits, Strategy, Strategic Financial..., Marketing, Access
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science, Financial Planning
Balasa Dinverno Foltz LLC 2011 - Present
IPAT, Inc. 2008 - September 2011
Dana Chase Publications, Inc. 1991 - 2007
BBDS - Currently Noble BBDS 1988 - 1991
Education
Saint Mary's University of Minnesota 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
Balasa Dinverno Foltz LLC May 2012 - Present
University of Illinois at Urbana-Champaign August 2011 - December 2011
Private Wealth Management Company May 2011 - August 2011
Busey Wealth Management February 2011 - May 2011
Ronald Blue & Co. May 2010 - August 2010
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelors of Science in ACE:Financial Planning
Christian Heritage Academy
Balasa Dinverno Foltz LLC June 2015 - Present
William Blair & Company June 2014 - September 2014
Riley and Lowe Financial Solutions September 2013 - December 2013
Wintrust Mortgage May 2013 - August 2013
Walsh for Congress June 2012 - August 2012
Skills
Leadership, Teamwork, Microsoft Office, Event Planning, Marketing, Analysis, Research, Data Analysis, Fundraising, Politics
Education
Carthage College 2011 — 2015
Bachelor's degree, Finance and Economics Majors and a Political Science Minor, Magna Cum Laude
Barrington High School 2007 — 2011
Northwestern University 2015 — 2016
Certified Financial Planner Certificate Program
Balasa Dinverno Foltz LLC December 2012 - Present
Balasa Dinverno Foltz LLC April 2011 - December 2012
Wilson Financial Advisors December 2006 - April 2011
Smithsonian Institution 2005 - 2006
FOREIGN POLICY Magazine 2003 - 2005
United States Holocaust Memorial Museum 2002 - 2003
Education
Lawrence University 2000 — 2002
BA, History & English
Naperville Central High School 1993 — 1997
D3 Financial Counselors LLC July 2015 - Present
Balasa Dinverno Foltz LLC June 2014 - May 2015
Plancorp, Inc. July 2012 - May 2014
Francis Financial May 2011 - August 2011
Volunteer Income Tax Assistance January 2011 - April 2011
State Farm Insurance June 2006 - August 2010
Skills
Strategic Financial..., Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, Asset Management, Tax, Wealth Management
Education
Texas Tech University 2010 — 2012
MS, Financial Planning
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Financial Planning
Balasa Dinverno Foltz LLC July 2015 - Present
Joe's Brewery September 2013 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
University of Illinois May 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Economics, Research, Financial Modeling, Investments, PowerPoint, Statistics, Access, Leadership, Higher Education
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Financial Planning
Balasa Dinverno Foltz LLC 2004 - Present
Education
Kenyon College 1993 — 1997
B.A.
DePaul University 2000 — 2001
St. Ignatius High School 1989 — 1993
College Prep
Balasa Dinverno Foltz LLC June 2015 - August 2015
Skills
Customer Service, Leadership, Project Management, Process Improvement, Strategic Planning, Operations Management, Team Building, Risk Management, Change Management, Team Leadership
Education
Ball State University 1985 — 1989
Telecommunications
DoubleLine Capital April 2013 - Present
Copeland Capital July 2012 - April 2013
Balasa Dinverno Foltz LLC August 2011 - June 2012
Goldman Sachs Asset Management March 2009 - July 2011
Goldman Sachs Asset Management March 2004 - March 2009
Goldman Sachs Asset Management October 2002 - March 2004
Goldman Sachs May 1999 - October 2002
Skills
Wealth Management, Retirement Planning, Business Planning, Financial Planning, Investments, Investment Advisory, Personal Finance, Private Wealth..., Wealth Preservation..., Wealth Transfer Planning, Comprehensive Wealth..., Charitable Giving..., Exit Strategies, Divorce Planning, Wealth, Financial Advisory, Wealth Management..., Strategy, Strategic Financial...
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration, Finance
DePaul University
Financial Planning Certificate Progam
Executive Recruiters of Chicago 2003 - Present
GRN of Oakbrook 2009 - 2010
Balasa Dinverno Foltz LLC 2002 - 2003
Oberweis Asset Mgt 2001 - 2002
Skills
Sales, Cold Calling, Recruiting, Training, New Business Development, Coaching, Team Building, Sourcing, Internet Recruiting, Hiring, Technical Recruiting, Leadership, Strategic Planning, Search, Management, Customer Service, Executive Search, Advertising, Inventory Management, Applicant Tracking..., Talent Acquisition, Franchising
Education
University of Kentucky 1997 — 1999
Bachelor of Science (B.S.), Elementary Education and Teaching
TIAA-CREF July 2014 - Present
Balasa Dinverno Foltz LLC February 2013 - March 2014
MPS Loria Financial Planners, LLC January 2003 - February 2013
South Holland Trust and Savings Bank/MB Financial January 2000 - January 2003
Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Planners, Estate Planning, Strategic Financial..., Investment Strategies, Retirement, 529 Plans, Financial Planning, Investments, Banking, Employee Stock Options, Project Planning, Protection..., Personal Financial..., Policy, Inheritance Tax Planning, Wealth Accumulation, Education Funding, 401k Rollovers, Wealth Preservation..., Managed Funds, Holistic Financial..., College Education..., Series 65, Saving for Education, Wealth Management..., Certified Financial...
Education
Saint Xavier University 2004 — 2006
Masters, Finance
Northern Illinois University 1990 — 1994
Bachelors, Interpersonal/Public Communications, Minor: Economics
Slayton Lewis August 2015 - Present
Balasa Dinverno Foltz LLC November 2010 - June 2015
Whitnell & Company April 2006 - September 2008
Morgan Stanley August 1999 - November 2005
Skills
Portfolio Administration, Customer Service, CRM Databases, APX, Advent, Microsoft Office, Junxure, Portfolio Center, QuickBooks, Investments, Community Outreach, Event Planning, Public Speaking
Education
Eastman School of Music 1993 — 1996
MM, Performance & Literature/Opera
University of Rochester 1988 — 1996
Eastman School of Music 1988 — 1993
BM, Education and Performance