Kevin R. Merling, CFP®, AIF®, CPFA
Axis Wealth Advisors LLC
Wealth Advisor in Naperville, IL
https://www.axiswealthadvisors.com/
Address:436 Berry Dr.
Naperville, IL 60540
About Kevin R. Merling
After graduating from Northwestern University with a B.S. in Economics and a minor in Finance in 2007, Kevin was recruited by Fidelity Investments where he spent the first nine years of his career. Beginning his career in the midst of a financial crisis taught him valuable lessons about the importance of having a financial plan. Since then he’s had the opportunity to work with thousands of clients during the best and worst market cycles, providing an in-depth understanding of how to prepare for both. Kevin specializes in working with small businesses and pre-retirement individuals developing strategies for saving, investing, tax efficiency, college planning, and charitable giving. He believes everyone should have a comprehensive and customized financial plan to help them pursue their goal
Professional Profile
Education and Degrees
Northwestern University - B.S. Economics
Professional Credentials:
- AIF - Accredited Investment Fiduciary
- CFP - Certified Financial Planner
Languages
Kevin Merling provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Business Succession Planning
- Comprehensive Financial Planning
- Education Planning
- Employee and Employer Plan Benefits
- Estate Planning
- Insurance Planning
- Investment Planning
- Long-term Care
- Retirement Planning
- Small Business Planning
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kevin Merling436 Berry Dr.
Naperville, IL 60540
Phone Number:
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Website:
https://www.axiswealthadvisors.com/
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