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Edward W. Gjertsen II, CFP®

Edward W. Gjertsen II, CFP®

Vice President

Ed is Vice President of Mack Investment Securities, Inc.  As a CERTIFIED FINANCIAL PLANNER professional, he has been serving the financial planning needs of clients for over twenty-five years.  He specializes in retirement planning, portfolio management, and estate planning with a keen focus on assisting clients to become “financially organized.”

 A sought-after industry resource, he has appeared on local and national television and has been quoted and published in numerous local and national media outlets. A popular speaker on personal finance, Ed presents at local and national conferences, non-profit organizations as well as community and City of Chicago venues. 

 Ed served the profession as past Chairman of the Financial Planning Association’s National Board of Directors, a professional non-profit with over 24,000 members.  He is one of the co-founders of the FPA National Diversity Initiative and is past President and Chairman of the Financial Planning Association of Illinois, the nation’s largest Chapter.  He is a recipient of the FPA of Illinois 2008 Heart of Financial Planning Distinguished Service Award.  

 He graduated with a Bachelor of Science degree in Economics from Illinois State University and recognized as a distinguished alumnus. He resides in Winnetka Illinois with his wife and two children.

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