Khomeini M. Khan, CFP®, CEP®, REBC®
Partner, Optimal Planning Partners, Inc.

For a financial consultation, please reach our office at 630-575-5046.

As a CERTIFIED FINANCIAL PLANNER™ professional, my mission is to empower my clients to create financial wealth and a legacy to uplift their family and community.  The guiding principles of my practice are Integrity, Service, and Consistency where we focus on you as an individual.

We specialize in working with professionals and business owners to develop personalized wealth strategies.  Also, as an employee benefits specialist, I oversee the benefits administration for several public-school systems, not-for-profits, and privately held businesses.  My specialties include Financial Planning, Wealth Management, Executive Benefits, and Estate Planning.

My Value Proposition...

What's distinctive about my approach is a focus on objective guidance and financial education. I guide my clients through a step-by-step planning process to assess and improve their financial position in order to build and preserve generational wealth.

Professional Certifications

• Registered Employee Benefits Consultant®
• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Estate Planner® 
• FINRA Series 6, 7, 63, & 65 Securities License 
• State Life and Health License

Education Background

• University of Illinois at Champaign-Urbana. Bachelor of Arts, Economics
• American College of Financial Services. Advanced Certificate, Financial Planning
• McKinsey & Company’s Black Leadership Academy. Management Accelerator Program

Professional Affiliations

• Financial Planning Association
• Million Dollar Round Table 
• Kappa Alpha Psi Fraternity, Inc.,
• The Memorial Scholarship Fund 
• Jr. Achievement 
• Mentor and motivational speaker