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CM

Cicily Maton

Partner at Planning Center, Inc.

Chicago, IL , United States

About

Cicily Maton is a founder and former Partner at The Planning Center, Inc., a Chicago-based financial planning firm specializing in personal finance guidance and wealth management. In her role, she focused on providing comprehensive financial planning for clients undergoing major life transitions, including divorce and sudden wealth events.

Maton has significant expertise in the fields of fee-only financial planning and personal finance education, with a particular interest in working with individuals and families navigating complex changes. Her investment practice centered on broad-based asset allocation strategies and long-term wealth preservation for private clients, rather than specific sectors or asset classes.

Previously, Maton held a partner position at Aequus Wealth Management Resources and has been recognized for her pioneering work in financial planning for divorcees. She holds a Bachelor of Applied Science from National Louis University and is noted for her substantial contributions to holistic client-focused financial advisory in the Chicago area.

Career History

OrganizationRoleDate RangeDetails
The Planning Center, Inc.PartnerSep 2015 to Present

Education

National Louis University

Bachelor Of Applied Science

1980 1981

Skills & Expertise

Transition Planning
Retirement Planning
Investment Advisory
Estate Planning
Investments
Wealth Management
Portfolio Management
Asset Management
Small Business
Retirement
Financial Planning
Professional Women

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