 |
|
|
Peace of Mind Through Smart Wealth Management
 |
CPA-based approach |
|
More than 25 years of experience |
|
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.
|
Areas of Focus
| | | Investments |
Award Selection Process
|
Map
Click and drag
|
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Chicago area (includes Cook, De Kalb, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Saile, Lake, Livingston, McHenry and Will counties in the state of Illinois) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 31,100 wealth managers in the area. 2,970 award candidates in the Chicago area were considered for the award, of which 780 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- 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.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|