Richard S. Babjak, ChFc, CLU, CFS, MBA, RFC

Richard S. Babjak, ChFc, CLU, CFS, MBA, RFC

President Broker Dealer Division, Financial Advisor

Phone: 847-342-1700
Fax: 847-342-1717
 

Richard S. Babjak is a well-known Financial Educator in the Chicago land area.  As an owner and Financial Advisor with World Equity Group, Inc., Rich meets the needs of individuals, successful professionals, business owners and retirees. His areas of expertise include wealth creation and preservation utilizing tax advantaged investments, and retirement and estate planning strategies.  Upon determining his client’s goals and objectives, Rich will develop a comprehensive program, tailored to achieve the client’s individual needs.  Once the plan is approved, Rich assists in all facets of implementation.  Following this implementation, the client is kept abreast of market changes and economic influences, resulting in an individualized approach towards the client’s personal financial security goals.  His expertise on retirement planning, money management and estate planning has allowed him to instruct at Concordia University, College of Lake County, and William Rainey Harper College.

Rich has been assisting people for over 24 years in ways to protect their assets and invest wisely.  Prior to that Rich had an extensive background in marketing, finance, and management.   He graduated with a double major in marketing and psychology from North Central College and received his master’s degree in marketing and finance from Wayne State University.  He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Fund Specialist, and Registered Financial Consultant, testimony to his in-depth knowledge and background in the retirement planning, insurance, and estate planning fields.  Rich holds the following securities licenses: 4, 6, 7, 22, 24, 27, 53, 63 & 65, as well as being licensed for life and health insurance.

Rich is 50% owner of World Equity Group, Inc., an independent Broker/Dealer based in Arlington Heights, Illinois. World Equity Group has over 185 licensed representatives located in 13 states with over 2.5 billion of assets under management.

Trust, integrity and excellence in service are the cornerstones of Rich’s practice and his professional commitment to every client.  Rich is a member of various professional organizations, including the International Association of Registered Financial Consultants, the Northwest Suburban Estate Planning Council, and The American Society of Chartered Financial Consultants.  Rich has served on the Boards of The United Way of Lake County, Libertyville Township Soccer Complex, The College of Lake County Foundation and Carmel High School Planned Giving.  Rich is also active with Misericordia and the Libertyville Sunrise Rotary. Rich is listed in Who’s Who in the Midwest, Who’s Who in Finance and Industry, and Who’s Who in Executives and Business.  Rich has also published two books through Palisade Press titled “Educated Investing” and “Tactical Asset Allocation for Serious Investors.”

http://brokercheck.finra.org.