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Judy McNiff

CFP Board Emeritus®

Stranded in a foreign country with her 14-month-old baby daughter, out of necessity Judy quickly learned how to handle herself and her money. For many people, this would be frightening beyond belief. For her, it was the major turning point in her life.


It is what inspired her to devote more than 30 years of her life to helping people plan for the challenges and opportunities that come their way. Judy gets it when people face situations that turn their life completely upside down. This could be a divorce, death of a spouse, career change, retirement, sale of a business, inheritance or simply starting over.


Judy’s primary goal as a financial advisor was to help her clients preserve what they already have, guide them in pursuing their goals and help them become financially independent.



Start living the life you deserve to live. Live your life your way.

Judy provided services that included wealth accumulation and preservation, retirement income strategies, tax efficient investment strategies, health-care expense planning and legacy planning. She used these services to keep clients on track and focused on their goals through all of life's transitions.


As a financial advisor, Judy had three primary roles:


1.    As a "Professor" she educated clients about financial principles and investments so they understood how their money was invested and why.

2.    As a "Planner" she worked to create a road map that guided her clients through each phase of their financial life.

3.    As a "Protector" she looked out for her client's well-being during volatile market shifts, with the goal of keeping their money away from disruptions. 


Judy is a CFP Board Emeritus® member and has been recognized for her knowledge and commitment to her clients, leadership achievements and her dedication to expanding her role within the industry. 

Judy

McNiff:


The Award Winning

Financial Planner

Judy McNiff:

The Award Winning Financial Planner

Judy McNiff has received multiple industry awards and honors including:


  • Inducted into the "VIP Woman of the Year Circle" of the National Association of Professional Women in 2016 & 2017, and named “Woman of the Year” in 2013 & 2014.
  • Barron's Top Women Advisors Summit in 2014, 2015 and 2016.
  • Recognized by Chicago Magazine as a Five-Star Wealth Manager in 2010, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 & 2021
  • Listed in the Worldwide Who’s Who Directory of Executives, Professionals and Entrepreneurs

Media Appearances:

Judy also has been featured on local and national radio, on television and in print media including:

  • Forbes Magazine
  • Fortune Magazine Women & Wealth
  • Wall Street Journal
  • Chicago Magazine
  • WBBM News Radio's "Noon Business Hour"
  • Fox News
  • Marketwatch.com
  • Illinois News Network
  • First Business TV
  • Financial Times
  • Nurses.com


She's also known for her creative presentations which combine investment concepts with a variety of everyday situations to help take the mystery out of financial management. Her most popular events include:

  • Beauty & Her Financial Beasts
  • Investment Recipes (cooking demonstration)
  • “Prince Charming” Is Not A Financial Plan
  • What Do Chocolate, Emotions & Money Have in Common?
  • Avoiding Scary Money Traps From Kindergarten To College
  • Money Talks, What Does Yours Say About You?
  • Starting Over From The Middle



Passion, Teaching, & Knowledge

Judy has combined her passion for teaching and her knowledge of money management in her book "Ethan Learns How to Tame the Money Monster,” a children's book that teaches little Ethan how to keep the dreaded money monster away.


Judy graduated with a bachelor’s degree from Eastern Illinois University.


She lives in Lincolnshire, Illinois with her husband, Keith. Her daughter, Amanda and grandchildren live nearby. In her free time, she enjoys traveling, reading and spending time with her family.  Judy is involved with a start-up charity that raises funds for local charitable organizations.  In addition, she helps inspire women to deepen their Christian faith by leading women's small group studies and discussions.


Judy has donated her Money Monster books to Bernie's Book Bank in Lake Bluff, IL. This organization sources, processes and distributes free, quality children's books to increase book ownership among under-served children throughout Chicagoland. In addition, she has donated her books to Books for Africa to help teach important money and life skills.  This organization remains the largest shipper of donated books to the African continent.

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