Advisors

Dave has been president of Chicago Oakbrook Financial Group since 1997. He is a registered securities principal of Commonwealth Financial Network^® with more than 20 years of experience in the financial services industry. His passion for helping people, coupled with his wealth management and financial planning skills, have earned him the respect of clients and colleagues alike.

Dave provides his clients with customized solutions to pursue their specific financial goals. Education is extremely important to Dave as a way of helping his clients reach their goals. He believes that financial success is not merely measured in dollars, but in how well it allows people to realize their dreams for themselves and their families.

Dave is active in his community and coaches youth soccer, basketball, and baseball teams. He has served on the board of Chicago's Entrepreneur Organization and the board of his church in Glen Ellyn, and he has taught courses for aspiring ChFC^® and CFP^® professionals. Dave resides in Wheaton with his wife and three children. Dave is an alumnus of the University of Illinois at Urbana-Champaign, where he received a degree in economics and political science. He also holds an MS in financial services and is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant^® (ChFC^®).
 

David N. Navarro is proud to have been recognized as a Chairman’s Level advisor for 2022—a distinction based on annual production that places him among the top 4 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.  

Jae has been serving in the financial services industry since 1998. As an experienced wealth management advisor and financial planner, Jae’s success comes from not only managing money but understanding each client’s unique situation and how to navigate the ups and downs of the journey. To do this, he employs a comprehensive approach for each client according to his or her goals and needs. As a former business owner, Jae specializes in creating plans for successful business owners, as well as families.

Jae is actively involved in his community. He volunteers as a Sunday school teacher and a choir member for his church, and he has served as the vice president of the Midwest Korean Junior Chamber Association (Jaycees) and as a board member of the Korean American Association of Chicago.

Jae is a member of The National Unification Advisory Council. The NUAC advises by request and makes proposals to the president of the Republic of Korea regarding policy development and implementation for a democratic and peaceful inter-Korean unification. 

Jae graduated from DePaul University in Chicago with a BS in accounting. He is a Chartered Financial Consultant^® (ChFC^®) and Chartered Retirement Plans Specialist^SM (CRPS^®). Jae has been living in the metro Chicago area for more than 30 years with his wife and two sons.

 

Jae W. Ha is proud to have been recognized as a Summit Club advisor for 2022—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.  

Brett's career began in information technology, where he developed simple solutions to abstract problems and excelled at translating the obscure and the complex into concise, understandable concepts. In 2002, he left the IT industry to embark on a new journey—joining Chicago Oakbrook Financial Group. 

Brett now works with families, savers and inheritors, corporate executives, business owners, widows and widowers, retirees, and want-to-be retirees, helping educate and navigate them through difficult and complex financial situations.

Brett is a CERTIFIED FINANCIAL PLANNER™ practitioner and an alumnus of Roosevelt University. He is also a Chartered Retirement Plans Specialist^SM (CRPS^®) designee.

If you are ready to develop a financial plan and put it into action, seek counsel on investments and estate planning, or have recently experienced a life transition such as a divorce, a pending retirement, or starting or selling a business, contact Brett and his colleagues at Chicago Oakbrook Financial Group.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

George joined Chicago Oakbrook Financial Group in August 2013, after graduating from the University of Colorado at Boulder with a BS in economics in May 2013. He interned at the Chicago Board Options Exchange (CBOE). George is a Chartered Retirement Plans Specialist^SM designee and in 2019, George furthered his studies to obtain his CERTIFIED FINANCIAL PLANNER™ designation.

Born in Chicago, George won’t be found in Wrigleyville on game days—he’s a big Chicago White Sox fan. Outside of work, George enjoys golf, baseball (he pitched for Colorado’s club team for four years), fishing, and the Chicago Blackhawks.