Khomeini M. Khan CFP®, CEP®, REBC®

I began my career in the financial services industry with Equitable Advisors in 2003.  I received a degree in Economics from the University of Illinois at Champaign-Urbana and since has attained the certifications of Registered Employee Benefits Consultant®, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Estate Planner® by completing extensive coursework, testing, and ethics requirements.  Additionally, I hold a FINRA Series 6, 7, 63, & 65 Securities License and a State Life and Health License. 

I continue to advance my industry knowledge by working with organizations such as the National Association of Health Underwriters, the Financial Planning Association, and the Million Dollar Round Table.  I stay involved in the community through my work with organizations such as Kappa Alpha Psi Fraternity, Inc., The Memorial Scholarship Fund, and Jr. Achievement.   I continue to give back by serving as a mentor and motivational speaker to many K-12th grade students where my motto is, “financial education from the start.”

I offer a broad range of options for individuals and businesses including:

• Employee Benefit Plans
• Insurance Planning
• Retirement Planning
• Estate Planning
• Wealth Management
• Comprehensive Financial Planning

My Value Proposition...

My mission is to empower clients to make informed decisions about their finances and take effective action toward meeting their goals.  What's distinctive about my approach is a focus on objective guidance and financial education.  I guide my clients through a step by step process to assess and improve their financial position in order to build, protect, and preserve personal wealth.

*** If you would like a personal consultation to discuss your benefits or planning needs please contact me by email or phone ***