Forum Financial

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Forum Financial
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Financial Services

About Us

I Help People Efficiently Manager their Wealth so They can Focus on What Matters Most.

I joined Forum Financial Management, LP in 2018 as a Financial Advisor. I not only help my clients organize their financial lives but put into motion a plan that works for them. Ultimately, I like to think I help my clients make smart decisions about their money.

I am a CERTIFIED FINANCIAL PLANNER™ professional and earned a MBA from New Mexico State University and a Master’s degree in Computational Finance at Oregon Health and Science University.

My partner and I have been together for 27 years and reside in Andersonville. We enjoy Chicago summers, the Chicago Cub and functional fitness.

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Rep/Contact Info

Vincenzo Nardi
Certified Financial planner