Gordon P Gruenes
Wealth Management Advisor|CFP®, RICP®, CLU®, ChFC®, CLTC®
Personal
Gordon Gruenes and his wife, Mary, have lived in Lake Forest since 2001. They have two sons, Peter and Matthew. Gordon stays active by working with a personal trainer, participating in curling, and competing in indoor Bocce leagues throughout the year.
“Mary and I have watched our boys grow into young men. We are proud of where they are now, as well as the direction they are both headed” Gordon Gruenes
Professional
Gordon Gruenes has been a part of the financial services industry since 1990 and has received several awards throughout his career. He is committed to providing the best service and demonstrates this through the acquisition of his professional credentials and designations.
- CFP® CERTIFIED FINANCIAL PLANNER™
- RICP® Retirement Income Certified Professional
- CLU® Chartered Life Underwriter
- ChFC® Chartered Financial Consultant
- CLTC® Certified in Long Term Care
- CASL® Chartered Advisor for Senior Living
Associations and Memberships:
National Association of Insurance and Financial Advisors (NAIFA)
Gordon is currently a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
The Financial Planning Association (FPA®)
The Financial Planning Association (FPA®) is the leadership and advocacy organization representing the financial planning community. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its primary am while upholding the organization's bylaws.
Education:
Univesity of Illinois (Champaign) Accounting (B.A.)
CLU® Chartered Life Underwriter
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
ChFC® Chartered Financial Consultant
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
CLTC® Certified in Long Term Care
The Certified in Long-Term Care (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, the course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients
CASL® Chartered Advisor for Senior Living
The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
Associations and Memberships:
National Association of Insurance and Financial Advisors (NAIFA)
Gordon is currently a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Financial Planning Association (FPA®)
The Financial Planning Association (FPA®) is the leadership and advocacy organization representing the financial planning community. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its primary am while upholding the organization's bylaws.
Education:
B.A. Accounting, University of Illinois @ Champaign
Lending a hand in my community.
Gordon Gruenes is an active member in the community. He supports the following organizations: the American Red Cross, LifeSource, GLASA, Wounded Warrior Project, Faith In Place, and St. Mary's Church in Lake Forest.
Gordon is also proud to support Northwestern Mutual – Chicago's Childhood Cancer Program.
As a business, we help people secure their futures and reach for their dreams. For many children, however, cancer puts their future in jeopardy.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Supporting Kids and their Families
In 2018, we have provided care packages for 200 hospitalized children at The University of Chicago Medicine Comer Children's Hospital. We're looking forward to making an even bigger impact in the years ahead. Check out our firm's Community Involvement and follow us on Twitter to learn more about how we're fighting childhood cancer, one cup at a time.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
