Nastali Financial Services

Tax-Focused Financial Planning

for Executives & Entrepreneurs throughout Chicago

Welcome to Nastali Financial Services, Ltd.

Nastali Financial Services, Ltd. is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, and conserve your wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (630) 960-1368. We look forward to hearing from you.

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Our First Priority is You.

At our firm, we have the client—and only the client—in mind.

Nastali Financial Services is built on a foundation of thoughtful client relationships.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Meet the team

Certifications:

Alan S. Nastali is a member of the American Institute of CPAs. The AICPA is the world's largest member association representing the accounting profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. The AICPA sets ethical standards for the profession and develops and grades the Uniform CPA Examination.

Alan S. Nastali has been certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board), to advise on U.S.-related financial planning matters. The CFP Board is a nonprofit certification and standards-setting organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Being certified by the CFP Board requires mastering nearly 100 integrated financial planning topics, passing the CFP® Certification Exam (average preparation time 1,000 hours), and a minimum of 3 years of related work experience.

Nastali Financial Services foundation is built upon our values, which distinguishes us and guides our actions. We are committed to protecting the environment and global communities where we operate and continue to be socially and environmentally responsible.

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Services

We are ready to evaluate and support all your potential investments.

How We Can Help

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Clients - we know your time is valuable, that is why we want to help you get the answers you need as quickly as possible. If you are already working with a team member, please reach out to them directly.

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