Gayle Peterson-Gillen Financial Advisor, CDFA®

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Description

ILLINOIS: Dupage County, Kane County

With over 17 years of experience in the Financial Services industry, I aim to provide guidance and independent financial advice to individuals at all stages of life. Whether during accumulation, distribution, legacy, or life quake unexpected transition phases of life, I closely listen to clients to determine their financial goals, lifestyle needs, and concerns.

Then, with tools, strategies, and products, I can provide full-service, long-term financial solutions and be a resource for clients as they navigate the complexities of the financial world. As a Financial Advisor with Ameriprise Financial Services, LLC, I have also obtained the Certified Divorce Financial Analyst® (CDFA®) designation. I can help guide individuals or couples through the financial aspects of the divorce process. I integrate the methodologies used in financial planning into the divorce process by providing financial projections of a proposed settlement to make sure it works now and in the future. This information will help the divorce parties or attorneys make better-informed financial decisions.

As a CDFA® professional, I can help spouses understand the implications of Separate and Marital Property, Property Valuation and Division, Spousal Maintenance, Child Support, Marital Home Affordability, Retirement Plans, Pension Settlement Options, and Tax Planning Strategies.

I am also trained in Family and Divorce Mediation and as a financial neutral in the Collaborative Process.

Education:

University of Illinois – Bachelor of Science in Liberal Arts and Science

Lewis University – Master of Business Administration

Certifications and Designations:

FINRA & State Securities Series 7, 9, 10, 24, & 66

Chartered Retirement Planning Counselor℠, CRPC®

Certified Divorce Financial Analyst®, CDFA®

Life and Variable Annuities License, IL, FL

Memberships Association of Divorce Financial Planners - ADFP

The National Association of Divorce Professionals – NADP

Collaborative Divorce Illinois - CDI

 

More information available at FINRA’s BrokerCheck website: brokercheck.finra.org

Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial, Inc and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.

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Gayle Peterson-Gillen

Posted 5 months ago

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Business Hours
Closed Now

  • Monday
    09:00 am - 05:00 pm
  • Tuesday
    09:00 am - 05:00 pm
  • Wednesday
    09:00 am - 05:00 pm
  • Thursday
    09:00 am - 05:00 pm
  • Friday
    09:00 am - 05:00 pm
  • Saturday Closed
  • Sunday Closed

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