8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.867.3604, 773.380.8515
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Our People

Christopher R. Fasano, CFP®, CPRC

Phone

773.867.3604

Email Address

Christopher.Fasano@LFG.com

Chris currently serves as a Private Wealth Advisor and Managing Partner for The Strategic Private Advisory Group. As a steward of his client’s wealth, Chris has become known for his commitment to objectivity. Establishing his practice in 2008, Chris strives to bring a private family office approach to his clients utilizing a unique financial planning process that is customized and highly interactive.  He acts as a quarterback of his client’s advisory team, coordinating with various legal and tax counsel, as well as investment and insurance advisors.

Chris welcomes the intellectual challenges of his work as an opportunity to innovatively problem solve on behalf of his clientele on issues that are a top priority for them. He empowers his clients to make well-informed decisions relative to their estate, business succession, investment and retirement planning objectives – designed to provide them with greater financial independence and sense of security.

A graduate of the University of Wisconsin-Madison with a Bachelor’s degree in Economics, Chris is a dedicated student of the financial planning industry. Chris performed post-graduate work at DePaul University, completing the Certificate Program in Financial Planning in 2006. He strongly believes in and maintains the professional and educational requirements for the certification as CERTIFIED FINANCIAL PLANNER™ (CFP®).

 

William D. Schultz

Phone

773.380.8515

Email Address

Bill.Schultz@LFG.com

Bill began his financial planning career back in 1991 when he affiliated with Lincoln Financial Advisors. In 1999, Bill established his personal planning practice focusing on the unique needs of business owners, affluent retiree’s and executives.

As an advisor, Bill specializes in developing customized strategies for his clients in the areas of wealth accumulation and distribution, estate preservation and business succession planning. Bill believes his team approach, utilizing a staff of specialists on both a local and national level, empowers his clients with ideas to help achieve their financial goals.

Bill is a graduate of the University of Wisconsin-Madison, with a B.A. in Political Science. He has consistently qualified for Lincoln Financial Advisors top honors and is a member of Lincoln’s Premier Partners* and prestigious Resource Group** where he currently serves on the Investment Committee.

Bill and his family reside in St. Charles, IL where he enjoys spending time with his wife, Francesca and sons Christian, Charlie and Kevin. He enjoys many outdoor activities and is involved with his children’s sports programs.

*An internal Lincoln Financial Network organization of top planners
**The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor