John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF
Managing Partner
Partners Wealth Management
John is the founder and managing partner of Partners Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional (CFP®) with more than 20 years’ experience in wealth management, John’s commitment to excellence has served as the foundation for Partners Wealth Management’s culture of proactive client service. John is a Registered Representative and Investment Advisor Representative through Kestra Investment Services, LLC, and he holds Series 7: FINRA General Securities Representative and Series 63: FINRA Uniform Securities Agent & State Law Examination licenses. John is also licensed to advise on risk management issues for businesses and individuals.
John’s educational background includes a B.S. in Management/Marketing Information Systems, with honors, from St. Joseph’s College, and an MBA from DePaul University. John has also earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College. He continued on at The American College to obtain his Masters of Science in Financial Services (MSFS). This advanced degree is one of the highest levels of professional education available in the insurance and financial services industry. John also earned his Accredited Investment Fiduciary® (AIF®) from fi360.
John is the co-author of a book entitled Strictly Business: Planning Strategies for Privately Owned Businesses. He frequently hosts educational seminars and speaks to a variety of groups on a national level on topics ranging from asset protection* to wealth transfer and investment management to financial independence. In an effort to share his knowledge with the business and banking community, and to further support his clientele’s financial services and private banking needs, John served as a founding member of the board of First Community Financial Bank of Naperville. The bank was acquired by Busey Bank. He continues to serve on the advisory board for Busey. He served as a member of St. Joseph’s College Board of Trustees, and lent his specialization in planned giving to the college for 17 years. John also serves on a number of other not-for-profit and corporate boards, including Ageology LLC, an age management firm and Alive Center, a center serving teens and adults focusing on empowering the youth of today to become confident, impassioned, resilient leaders of tomorrow. John is also the founder and chairperson of the board of Zero Matters, a non-profit which supports groundbreaking research on toxin-removal therapies.
*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA–SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of
Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Partners Wealth Management or PartnersFinancial or any entity referenced herein. Neither Kestra IS nor Kestra AS provide legal or tax advise and are not Certified Public Accounting Firms.