Joe Burdi

Joe Burdi is the Founder, Partner, and a Private Wealth Management Advisor at Legacy Wealth Planning, affiliated with Northwestern Mutuals Private Client Group. He is a CFP® professional and holds a B.B.A. in Finance from the University of Iowa, focusing on creating values-based financial plans.

He lives in Naperville, Illinois with his wife, Stephanie, and their three children. Outside of work, he enjoys golfing, traveling, and spending time with his family. He is also actively involved in his community through charitable work.

Joe is involved with the Cals Angels foundation, a pediatric cancer foundation that grants wishes and provides support to children fighting cancer.