Beto’s trusted financial planning partner from BNI Chicago Power Network
Patrick J Twardak, CFP®, CIMA®
Financial Advisor | Edward Jones
About Patrick
With over 15 years of experience in the financial services industry in Chicago, Patrick helps people reach their financial goals. He values community — serving on the membership committee of the Morton Grove Chamber of Commerce, as a board member of the Edison Park Chamber of Commerce, and as a founding member of BNI Chicago Power Network.
Patrick serves a wide variety of clients: retired individuals, professionals, multigenerational families, and local business owners. He believes it is imperative to invest time to understand what matters most to each client.
Deep Experience with Public Servants & Healthcare Professionals
Patrick has extensive experience working with those who serve our communities. He understands the unique financial needs and retirement plans of:
- 👮 Police Officers
- 🚒 Firefighters
- 🏛️ City Workers
- 👨⚕️ Doctors
- 👩⚕️ Nurses
If you’re a public servant or healthcare professional, Patrick knows the ins and outs of your pension systems, deferred compensation plans, and how to build wealth alongside your benefits.
His Amazing Team
When you work with Patrick, you’re not just getting one advisor — you’re getting a dedicated team ready to guide you every step of the way:
- Diana Endo — Branch Office Administrator
- Stephanie Raymond — Branch Office Administrator
Together, they ensure every client receives personalized attention and top-tier service.
Why I Trust Patrick
Patrick and I are partners in BNI — a professional referral network built on trust. When my clients need help with financial planning, retirement, or investment management, I send them to Patrick because I know he’ll treat them like family.
On a personal note: my godson attends St. Ignatius College Prep — a center of academic excellence. Patrick understands the importance of planning for education, and he can help you build a strategy to invest in your children’s future. 🐺 #GoWolfPack!
Credentials
- CFP® — CERTIFIED FINANCIAL PLANNER®
- CIMA® — Certified Investment Management Analyst®
- Boston College — Bachelor of Science
Work History
- Edward Jones — March 2022 to Present
- JP Morgan Investments Inc. — August 2016 to March 2022
Focus Areas
- College Savings
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- New Investors
- Public Service Professionals
Contact Patrick
📍 7937 N Lincoln Avenue, Skokie, IL 60077
🕐 Mon-Fri 8:00 AM – 4:30 PM
Evenings & weekends available by appointment
🌐 View Patrick’s Edward Jones Profile
Tell Patrick that Beto sent you!
Questions about real estate? Contact Beto | (773) 744-0238
