Anina Case, FPQP™

Financial Planning Specialist

Chicago|Moline

Phone:

(312) 664-4090

My job as a paraplanner is all about client support and resolving issues to help clients reach their financial goals. I assist the financial planning team in any way I can. Whether it is moving funds, inputting portfolio data, or answering questions, it gives me great satisfaction knowing that my assignments are done efficiently and accurately. I joined The Planning Center’s Chicago office in September of 2013 and received my Financial Paraplanner Qualified Professional designation in 2015. I intend to continue learning and growing in my position so I can be even better at my job of customer support.

“The secret of getting ahead is getting started.” [Mark Twain]

I spend a fair share of my spare time with family and friends. Being fit and healthy is very important to me too, so I try to live a healthy lifestyle. My dog, Dolce, is a ball of energy and she keeps me busy on a daily basis. She is a Chihuahua mix that I adopted from the Anti-Cruelty Society in Chicago. I enjoy taking her on walks all around the city, particularly downtown where I can explore all of the new things the city has to offer. Discovering new beaches and traveling to exotic locations are among my other favorite pursuits.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Financial Paraplanner Qualified Professional

Education: BS in Public Relations from Ball State University, 2004

Who inspires me:
My mom and my dad

Favorite destination:
Dominican Republic

Most effective saving tip:
Put a percentage of your paycheck into your savings account each and every month

My life’s biggest milestone:
I moved to Chicago from Fort Wayne, Indiana without really knowing anyone. It was fun being on my own for the first time in a big new city finding my own way. I truly love the excitement and bustle of Chicago!

My favorite thing(s):
Family, friends, Dolce my dog, traveling, and working out.

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Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503