ABOUT
ABOUT CHARLIE
.png)
CHARLIE HORONZY, CFP®, CPA
I’m Charlie, a fee-only CERTIFIED FINANCIAL PLANNER™ professional in Chicago, specializing in tax-efficient retirement planning for pre-retirees and retirees.
I founded Focused Up Financial because I want to help people who are passionate about striving for more—those who want to better themselves not only financially but in every aspect of their lives.
After graduating from the University of Illinois at Urbana-Champaign with a bachelor’s and master’s degree in Accounting Sciences, I entered the public accounting world and earned my CPA license.
Something was missing, though.
I figured out that my passion for helping people was not being fulfilled. I knew I wanted to integrate my CPA background with helping people retire, which led me to financial planning.
Over the last seven years, I have felt so blessed that I can help so many dynamic families and individuals.
In my free time, I enjoy spending with my wife and three kids, exploring the different neighborhoods of Chicagoland, biking on the wonderful Salt Creek trail (which I hardly do enough of!), and volunteering at various organizations, including my church and the Knights of Columbus.
Retirement Planning Services in Chicago
As a Chicago-based CFP®, I work with clients across:
-
Downtown Chicago
-
North Shore
-
Naperville
-
Evanston
-
La Grange
-
Hinsdale
-
Oak Park
-
Forest Park
-
Brookfield
My Credentials & Experience as a financial advisor
-
Certified Public Accountant (CPA); Certified Public Accountant since 2009
-
CERTIFIED FINANCIAL PLANNER™ (CFP)®; CFP certificant since 2016
-
Fee-only fiduciary advisor
-
Member of NAPFA
-
Bachelor of Accountancy, University of Illinois Urbana-Champaign
-
Masters of Accountancy, University of Illinois Urbana-Champaign
I look forward to learning about what drives you so that we can build on your finances and help you live your best life together.
Ready to get started?
Schedule a Call with a CFP® in Chicago
