Jeff Doblin

CFA, CFP® | Financial Advisor

Skokie, IL 60076

Jeff Doblin

CFA, CFP® | Financial Advisor

MY WHY

Why I Became a Financial Advisor

I began my career as a commodities trader, and while it afforded me the opportunity to be an entrepreneur and the sky was the limit in terms of achievement, intrinsic gratification was missing.

When I transitioned to financial planning, I realized how easy it was to make mistakes when emotions become tangled with money. That’s where I come in — to remove the emotion so clients can make better decisions.

Knowing I play a small role in partnering with clients on college savings goals and retirement goals, as well as “having fun” goals, feels very rewarding.

“The important thing to remember is that if you want help, it’s not because someone is smarter than you, but because that person isn’t you.”

— CARL RICHARDS

THE ONE-PAGE FINANCIAL PLAN

Industrial Work Space With Clock and Ladder

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DESTRESS

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REFOCUS

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SAVOR

MORE ABOUT JEFF

Jeffrey Doblin joined Forum Financial Management in 2017 as a Financial Advisor. Prior to joining Forum, Jeff served as a senior consultant for Bourbon Financial Management and as a trader at Wedbush Futures. Over the course of his 20-year trading career, he has accumulated extensive experience with equities, fixed income and commodities.

Jeff is a CFA® charterholder. He serves on the Distinguished Speaker Series Advisory Group at CFA Society Chicago. He keeps up to date on best practices in investment management and financial planning by reading a variety of industry-related books.

Jeff is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a master’s degree in finance from Illinois Institute of Technology and a bachelor’s degree in accounting from the University of Alabama in Tuscaloosa.

He enjoys coaching his children’s sports teams, attending Chicago Cubs baseball games and cheering for the Alabama Crimson Tide football team. Jeff lives in Wilmette, Illinois with his wife and three children.

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