Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Alka Oberoi
Accredited Investment Fiduciary™ (AIF®), Chartered Retirement Planning Counselor™ (CRPC®), Certified Divorce Financial Analyst™ (CDFA®)
Financial Advisor Certifications
AIF®
An Accredited Investment Fiduciary™
AIF™ designees have the ability to assist corporate trustees with retirement plans, and clients with implementing proper investment policies and procedures.
CRPC®
A Chartered Retirement Planning Counselor™
A CPRC® has been credentialed by the College of Financial Planning Board of Standards and is committed to competent and ethical behavior when providing retirement planning counseling.
CDFA®
Certified Divorce Financial Analyst™
A CDFA® is must pass intensive training program to become skilled at analyzing and providing expertise on the financial issues of divorce. CDFAs are accredited by the Institute for Divorce Financial Analysts™ (IDFA™), which is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
Education
Delhi University – New Delhi, India
BS Political Science (Honors), 1978
National-Louis University – Chicago, IL
BS Business Administration, 1992
Financial Licenses
Series 7, 63 and 65
Life and Health Insurance
Property and Casualty Insurance
Business Experience
2008-Present, Chicago, Illinois
Managing Principal, Leading Edge Wealth Management, Chicago, IL
1993-2007, Chicago, Illinois
Platinum Financial Advisor
Business Financial Advisor
American Express Financial Services Inc
Ameriprise Financial Services Inc.
Awards and Recognition
President’s Recognition Award 2001
Circle of Success Qualifier
Ameriprise Financial Services Inc
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.