Alona Anspach is passionate about making a difference in the lives of others, and she has been a financial planner since 1983. Alona strives to make financial planning and investments relatable by educating her clients and developing their knowledge base from which they can form realistic expectations and a disciplined investment program. Additionally, she provides clients with the most comprehensive investment service possible by working collaboratively with a large network of CPAs and attorneys that help her deliver a tailored planning experience.
Employing a client-focused planning process, Alona begins with a discovery meeting to identify the client’s unique goals and financial situation. She then builds a customized strategy to address their financial situation and goals, and once the plan is implemented, an ongoing process is established to review the plan and re-confirm the client’s objectives as they pass through the stages of life. Clients can expect Alona to build long-term relationships that engender trust and confidence by acting in the best interest of her clients and providing objective financial advice tailored to their needs.
Alona strives to positively affect the lives of her clients on a personal and professional level. To that end, she has earned several advanced designations that deepen her specialization in financial planning, such as the Certified Financial Planner (CFP®) designation and the Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts. As a CDFATM she is trained to provide financial information and assistance to people going through a divorce as well as their legal representatives by evaluating the financial and tax implications of dividing property, settlement options and child and spousal support. Alona earned an MBA in Finance and Accounting from Kellogg School of Management at Northwestern University and a B.A. in Economics and Urban Studies from Washington University in St. Louis, MO.
Alona is a leader in her community and is very involved in philanthropy work for causes that are especially meaningful to her. As a founding trustee at the Jewish Women’s Foundation, she is able to take a leadership role for issues where she can make a difference in the lives of others. Additionally, she is a co-practice group leader and treasurer of the CLII North Shore Practice Group, and she is also a founding member and past treasurer of the Washington University Women in Chicago Networking Group.
When she is not working, Alona’s greatest joy is spending time with her family, especially her grandchildren who keep her young! She also enjoys keeping her mind and body active by swimming, biking, walking, reading biographies and traveling to new places.
Alona W. Anspach