Duane Stevens, CFP®, CLU®, ChFC®, CLTC, CFS, BFA™
Duane has been passionate about the field of financial services since 1996. He works closely with his clients to develop, implement, and review financial solutions. Duane specializes in working with small- to medium-sized businesses in the selection and implementation of various programs, including business continuation, pension, medical, disability, and non-qualified retirement strategies. He also works with individuals and is well known in the medical community, helping physicians implement a variety of financial strategies. He was recognized as a 2013, 2014, 2015, 2016 and 2017 Five Star Wealth Manager from Five Star Professionals and was featured in Chicago magazine. Duane lives in Naperville, Illinois with his wife and two children. He enjoys golfing, boating, and traveling.
Education: B.S., Marketing and Insurance/Finance, Illinois State University.
Credentials: Behavioral Financial Advice (BFA™), Certified Financial Planner™ Professional (CFP®), Certified Fund Specialist (CFS), Chartered Financial Consultant® (ChFC®), Certified in Long-Term Care (CLTC), and Chartered Life Underwriter® (CLU®)
Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. For more information, visit the individual’s profile.
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.
CA license # 0C87991