Our Associates

Irv Birnbaum
Financial Planner
CFP, ChFC, CLU, RHU, LUTCF, CASL, CLTC
Location
Chicago – N Franklin St., IL

Irv Birnbaum

I believe in a long-term relationship with my clients. I am not interested in short-term affiliations, knowing what I know about the industry. I do for my clients what I would do for myself if I were in their position. If it’s good for the client, it’s good for my Company and me in the long-term.

We have a long-term horizon! My clients are very smart, and by dealing with them in an honest and forthright manner, I’m able to sleep well at night and feel pride in my craft. Being a student of the industry, I am constantly learning and attending courses as well as obtaining additional designations and certifications.

This permits me to keep abreast of this dynamic and exciting industry in an environment with constant legal and regulatory modifications. This only accrues in direct benefits to my clients and permits me to offer both my experience and knowledgeable service.

CA Insurance License # 0D76681