RCM Wealth Advisors
45yrs
Top advisor by experience in Itasca
25yrs
John Smith is a financial advisor in Itasca, Illinois, with 25 years in the industry. John joined Corient in 2022, after 22 years at Balasa Dinverno Foltz. John holds the CFP® designation.
At a glance
Experience25 years (since 2001)
How that compares ?Top 20% by experience at Corient
Office2 Pierce Place Suite 1900, Itasca, IL 60143
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowCorientCurrent firm
- 2001 – 2023Balasa Dinverno Foltz LLCPreviously
Contact John
(305) 735-2020Firm headquarters in Miami, FL. Ask for John. 2 Pierce Place Suite 1900Itasca, IL 60143Office · Get directions Facebook pageCorient
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Corient at (305) 735-2020 and ask for John Smith. John works from the Itasca, IL office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 25 years. Top 20% by experience at Corient.
What licenses does John hold?
No exams are listed on the official record.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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