Manish Puri, Financial Advisor located in Champaign, IL

Financial Advisor
Manish Puri

CFP®, CEPA®, AAMS®
1912 Round Barn Rd, Ste E, Champaign, IL 61821opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Physicians
  • Wealth Strategies
  • Divorce Finances
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Khushi Benipal
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(217) 212-6444

Fax

(844) 615-0459

Office Address

1912 Round Barn Rd, Ste E
Champaign, IL 61821opens in a new window

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