Jeffrey J. Gritis, CFP® CERTIFIED FINANCIAL PLANNER™ Professional is an Independent Financial Advisor with LPL Financial doing business as Bentley Financial Group, Inc. in Downers Grove, IL. Jeffrey provides financial planning and investment management services to clients nationwide.
Jeffrey has been in the financial services industry since graduating from the University of Iowa in 2001 with a BBA in Finance and a Certificate of Entrepreneurship. In 2005, he joined Bentley Financial Group, Inc. with the goal of building client relationships through timely investment advice and excellent customer service.
He specializes in working closely with clients to create a comprehensive financial plan including insurance, tax, investment, retirement, and estate planning. He leverages the support offered by LPL Financial on investment products, unbiased research and technology to help his clients pursue their financial goals.
Jeffrey grew up in the western suburbs of Chicago, IL and currently resides in Glen Ellyn, IL where he and his wife, Andrea, raise their two children. He enjoys playing basketball and soccer, attending sporting events, traveling and spending time with his family.