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Peace of Mind Through Smart Wealth Management
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CPA-based approach |
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More than 25 years of experience |
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One trusted advisor |
John is the president and a shareholder of ShankerValleau Wealth Advisors, Inc. He is a registered investment adviser, a certified public accountant and a CERTIFIED FINANCIAL PLANNER™. He earned a Bachelor of Science degree in Business Administration from Marquette University with a specialty in Finance and Economics. John is also the vice president of ShankerValleau Accountants, Inc., which he joined in 1985.
John is a member of the Illinois CPA Society, the Financial Planning Association, and NAPFA, the National Association of Personal Financial Advisors. The mission of NAPFA's members is to provide comprehensive client-centered advice to individuals and families. NAPFA's continuing education requirements exceed those of any other association of financial advisors and all members must sign a Fiduciary Oath that they explicitly promise "to place the clients' interests first."
ShankerValleau offers a comprehensive approach to personal wealth management. We protect and cultivate our client's wealth through global portfolio diversification, financial planning advice and tax planning. We are an independent, fee-only advisor allowing us to offer impartial, objective advice. Our mission is to bring you peace of mind through smart wealth management by adhering to a long-term, disciplined wealth management approach that will allow you to achieve your financial goals.
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Areas of Focus
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Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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