Carlo J. Airdo, CFP®, CRPS®, MBA

Carlo J. Airdo,
CFP®, CRPS®, MBA

Financial Advisor

Carlo joined Chicago Oakbrook Financial Group in April 2014 after spending more than 20 years with HSBC, one of the largest banks in the world. He believes that in order to truly enjoy all-around success, it’s important to have balance and strength in all aspects of your life—emotional, intellectual, financial, physical, social, and spiritual.

In addition to helping individuals and families manage their wealth, Carlo leads Chicago Oakbrook Financial Group’s retirement plan business, supporting small and midsize companies that offer 401(k)s and other retirement plans to their employees.

Carlo earned a BS from Elmhurst University and an MBA with a concentration in marketing from DePaul University. Carlo is a Certified Financial Planner™ professional and is a Chartered Retirement Plans SpecialistSM designee. He welcomes the opportunity to help clients and their families define their financial dreams, remove the mystery in financial planning, and craft a plan to achieve a life of financial confidence.