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Home > Financial Planner Directory > Illinois > Hoffman Estates > Robert A. Mecca, CFP®, MBA
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Robert A. Mecca, CFP®, MBA

 

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Robert A. Mecca & Associates, LLC

3785 Bordeaux

Hoffman Estates, IL 60192

Phone: (847) 359-2900

Toll-free: (847) 359-2900

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

Foreign Languages
None Specified

 

About My Practice

Robert A. Mecca & Associates, LLC is a widely recognized and reputable FEE ONLY Life Planning consulting firm in existence for over 25 years. As full service financial consultants, strategies are carefully prepared to help life planning partners (clients ) achieve financial goals and financial freedom.

Our slogan and mission is "Integrity ~ Trust ~ Passion" as we strive to provide that atmosphere for our clients.

Robert A. Mecca CFP, MBA is a highly qualified Certified Financial Planner. Bob and his associates have prepared brighter financial futures for countless people. Because we are NOT agents of any company selling products, our unbiased, independent analysis as a pure Fee-Only consultant is widely admired and respected. Holding the CFP credentials, independent, and fee-only is a rare combination and held in high esteem. People trust us.

For the past 25 years, Bob has taught finance classes including a Masters class at Northern Illinois University. He currently teaches classes at Harper College. He is also an experienced keynote speaker. He communicates to clients in easy-to-understand terms.

Tapping his expertise, Bob is continually interviewed in the media including television, radio, and newsprint regarding a broad spectrum of financial planning topics. He is currently in the process of writing a financial planning book. Bob has been quoted in The Chicago Tribune, Investment News, Bankrate.com, Chicago Sun-Times, Money magazine, SFO magazine, Redbook magazine, Chicago magazine, WSJ.com/Wall St, Journal, Fidelity, Bloomberg News, and more. His weekly email news and commentaries are widely read.

Bob graduated from Northern Illinois University (economics) and DePaul University (accounting) where he received his master's degree. Credentials also include: Corporate Treasurer and Chief Investment Officer, and Vice President of Finance. He was Chairman of the Financial Planning Association roundtable and Board of Directors.

As a Registered Investment Advisor, we are in full compliance with the SEC, and in good standing adhering to a strict code of ethics. We participate in required continuing education programs to keep abreast of state-of-the-art concepts.

Primarily our business originates from client referrals. Trust, respect, and a sincere desire to help people, are common terms frequently used to describe us by very satisfied clients.

We are truly blessed to work with wonderful clients, and welcome all to our family of life planning partners.

 

Experience

Extensive experience in finance including:

>Corporate Treasurer

>Corporate Chief Investment Officer

>Corporate Chief Financial Officer

>Corporate Vice President of Finance

>Teacher to Harper College and MBA class at Northern Illinois University

>Keynote speaker to various organizations

>Author of several financial articles nationally published

>Quoted in the media

 

Licenses, Certifications, & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, Reg. Investment Advisor

 

How Planner Charges
  • Fee Only

Considerations: Our fees are based on each person's circumstance and services required.

 

Please choose an address.

 

Select     3785 Bordeaux
Hoffman Estates IL 60192

 

Please choose an address.

 

Select     3785 Bordeaux
Hoffman Estates IL 60192

 

Please choose an address.

 

Select     3785 Bordeaux
Hoffman Estates IL 60192

 

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