WE HELP SMART PEOPLE MAKE SMARTER FINANCIAL DECISIONS

Donald Duncan

Financial Counselor/Managing Director
MBA, CFA®, CFP®, CPA

Early in Don’s life he was involved in an automobile accident that severed his tongue. He endured numerous surgeries and spent many years in speech therapy striving to overcome this obstacle so that it would not become a handicap. Don uses his long term persistence and dedication of purpose to help clients overcome obstacles and achieve their life time goals.

During his 16+ years with Northern Trust, Don managed over $8 billion in various portfolios and served as a member of the division’s risk management team. Don is focused on being educated so that he can provide the best ideas to help clients achieve their goals. To this end, Don received his Certified Public Account (CPA) designation in 1985, earned his Masters of Business Administration (MBA) from DePaul University in 1987, and became a Chartered Financial Analyst (CFA®) in 1992. In 1997, he earned the Certified Specialist in Estate Planning (CSEP) designation, and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2001. Don is also a NAPFA registered financial planner, and earns at least 30 hours of continuing education credits to stay current with financial planning topics, taxes and investments. With his strong convictions about education, Don taught Financial Planning at DePaul University and Portfolio Management at Lewis University. Don is also a past Chairman of the Illinois Financial Planning Association, has served on the NAPFA Midwest Board and has served as Chairman of the Downers Grove Chamber of Commerce. Utilizing Don’s teaching and public speaking experience, D3 Financial Counselors also conducts customized seminars to business employees and association groups. Don lives in Downers Grove with his wife Cindi. He is an active member of the community. Don is focused on personal improvement by interacting with people, reading, and living new experiences. Recreationally, Don enjoys outdoor activities like backpacking, fishing, hiking, bike riding and traveling to new places.

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Don Linkedin  Don@d3financialcounselors.com