Resumes
Resumes
Leonard Digate
View pagePosition:
Owner & Principal at Leonard Digate Income Planning
Location:
Greater Chicago Area
Industry:
Financial Services
Work:
Leonard Digate Income Planning since May 1972
Owner & Principal
Owner & Principal
Education:
American College, Bryn Mawr, PA 1981 - 1983
ChFC, Comprehensive financial managementThis includes both the CFP program and five additional master's level courses followed by a comprehensive examination. American College, Bryn Mawr, PA 1973 - 1976
CLU, Life and Health InsuranceComparable Master's Degree in Life and Health Insurance Loyola University of Chicago 1970 - 1973
MBA, Marketing Loyola University of Chicago 1965 - 1970
BS, Psychology with liberal arts emphesisI earned a living by performing in a local rock band from 1963 through 1967.
ChFC, Comprehensive financial managementThis includes both the CFP program and five additional master's level courses followed by a comprehensive examination. American College, Bryn Mawr, PA 1973 - 1976
CLU, Life and Health InsuranceComparable Master's Degree in Life and Health Insurance Loyola University of Chicago 1970 - 1973
MBA, Marketing Loyola University of Chicago 1965 - 1970
BS, Psychology with liberal arts emphesisI earned a living by performing in a local rock band from 1963 through 1967.
Skills:
Income planning
estate planning
and asset management & protection
estate planning
and asset management & protection
Interests:
assisting clients to achieve their financial goals, family, fishing, golf, travel, hunting
Principal
View pageLocation:
506 west Marion St, Prospect Heights, IL 60070
Industry:
Financial Services
Work:
Leonard Digate Income Planning
Principal
Principal
Education:
The American College of Financial Services 1971 - 1983
The American College of Financial Services 1973 - 1980
Loyola University Chicago 1970 - 1973
Master of Business Administration, Masters, Marketing Loyola University Chicago 1965 - 1970
Bachelors, Bachelor of Science, Psychology
The American College of Financial Services 1973 - 1980
Loyola University Chicago 1970 - 1973
Master of Business Administration, Masters, Marketing Loyola University Chicago 1965 - 1970
Bachelors, Bachelor of Science, Psychology
Skills:
Estate Planning
Retirement Planning
Asset Managment
Financial Advisory
Trusted Advisor
Investment Strategies
Wealth Preservation Planning
Income Protection
Finance
Series 7
Investment Management
Financial Planners
Finra
Wealth Management
Wealth
High Net Worth Individuals
Asset Management
Asset Allocation
Retirement
Investment Advisory
Asset Protection
Trusts
Life Insurance
Small Business
401K
Retirement Planning
Asset Managment
Financial Advisory
Trusted Advisor
Investment Strategies
Wealth Preservation Planning
Income Protection
Finance
Series 7
Investment Management
Financial Planners
Finra
Wealth Management
Wealth
High Net Worth Individuals
Asset Management
Asset Allocation
Retirement
Investment Advisory
Asset Protection
Trusts
Life Insurance
Small Business
401K
Interests:
My Interests Include Family
Friends
Golfing
Friends
Golfing
Certifications:
Chartered Life Underwriter (Clu)
Chartered Financial Consultant
Accredited Estate Planner (Aep)
Chartered Financial Consultant
Accredited Estate Planner (Aep)
Leonard Digate
View pageLocation:
Prospect Heights, IL