31470 N Ranch Rd. Grayslake IL 60030 Phone: (847) 767-1682 Fax: (847) 557-2221
Tom Nowak, CFP®, is founder and Principal of Quantum Financial Planning LLC, a Fee-Only financial planning and Registered Investment Advisory firm located near Grayslake, Illinois. He is a member of The Garrett Planning Network, Inc., an international affiliation of professional Fee-Only financial advisors. Founded by nationally-recognized CERTIFIED FINANCIAL PLANNER™ professional, Sheryl Garrett, members of the Garrett Planning Network share a common goal: to provide competent, objective financial advice to people from all walks of life on an hourly, as-needed basis. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Advisor.
Tom completed DePaul University’s Certificate of Financial Planning program in 2004 and holds property, casualty, life, accident and health insurance licenses with the State of Illinois in order to be able to provide comprehensive financial planning when requested (no product sales, however, insurance or otherwise!).
Tom has worked for 30 years as a technical problem-solver for a Fortune 500 Company before taking his long-time interest in financial planning topics to the next level. Tom’s decision to form an independent financial planning advisory firm was based on his desire to serve individuals who want to achieve the benefits of professional personal financial planning – without the inherent conflicts of interest associated with traditional commission-based investing and without the costs associated with ongoing asset management fees, retainers, or long-term contracts. As an hourly Fee-Only planner, Tom works solely for his clients and does not receive commissions from the sale of any financial products.
Tom resides just outside of Grayslake, Illinois, in unincorporated Libertyville Township, with his wife, Julie, and two daughters. Tom’s outside interests include traveling and gardening, with an emphasis on the use of native plants. During income tax season, Tom has served as a volunteer tax preparer with the Center for Economic Progress and currently is a volunteer with the AARP Tax-Aide program.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
