Broker Check
Khomeini M. Khan, CFP®, CEP®, REBC®

Khomeini M. Khan, CFP®, CEP®, REBC®

FINANCIAL INDEPENDENCE BEGINS HERE

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 work with professionals and business owners to develop personalized wealth strategies.  Also, as head of our employee benefits division, I oversee the benefits administration for several public-school systems, not-for-profits, and privately held businesses.  Our specialties include Employer Sponsored Plans, Executive Benefits, Insurance Planning, Retirement Planning, Estate Planning, and Comprehensive Financial 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 Science, Economics 
• American College of Financial Services
  Advanced Certificate, Financial Planning

Professional Affiliations

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

For a complementary financial consultation,
please reach our office at 630-575-5046 or schedule directly at www.calendly.com/khomeini-khan

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.