Mack Investment Securities, Inc.
Edward W. Gjertsen, II, CFP® currently serves as the 2016 Chair for the Financial Planning Association® (FPA®), the largest membership organization for CFP® professionals in the country, and includes many others who support the financial planning process.
Gjertsen is Vice President of the financial planning and money management firm of Mack Investment Securities, Inc. As a CERTIFIED FINANCIAL PLANNER™ professional, he has been serving the financial planning needs of clients for over twenty years. He specializes in retirement planning, portfolio management and estate planning with a keen focus on clients becoming “financially organized.”
Gjertsen has served the profession as a past member of FPA’s Board of Directors. He is a co-founder of the FPA National Diversity Initiative and is past President and Chairman of the FPA of Illinois and received the chapter’s 2008 Heart of Financial Planning Distinguished Service Award.
Gjertsen is involved in community sports programs and has served on the boards of the Kenilworth/Winnetka Baseball Association, New Trier Trevian Pony Baseball program and is past President of the Lake Shore Feeder Baseball League. He graduated with a Bachelor of Science degree in Economics from Illinois State University and currently resides in Winnetka Illinois with his wife and two children.