MICHAEL P. KABAREC, CFPÒ, CPA/PFS


Mike Kabarec has presided over Kabarec Financial Advisors, LTD. advisory firm since 1982. He received his Bachelor of Science Degree in Accounting from Northern Illinois University and has done extensive post-graduate work in finance and taxation.

Mike holds several prominent designations or registrations:

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFPÒ)
  • Enrolled Agent, For Client IRS Representation (EA)
  • Personal Financial Specialist (PFS)

He has been admitted to the prestigious "Registry of Financial Planning Practioners".

Mike is a member and past president of the National Association of Personal Financial Advisors (NAPFA), an organization advancing the practice of "fee only" financial services. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. In addition, Mike has served on the faculties of Harper College, Palatine, IL and the College of Financial Planning, Denver, CO along with several committees of the International Board of Standards for Certified Financial Planners (IBCFP), the certification board of the financial advisory profession.  Also, Mike serves on the Physicians Financial News panel of experts and is a frequent lecturer to community, industry, consumer, and business organizations.

Worth Magazine in it's August 2002, September 2001, August 1999, October 1998, October 1997, October 1996, and October 1994 issues, named Mike as one of the best financial advisors in the country. In addition, the 1987 Anniversary issue of Money Magazine honored Mike as one of the top financial advisors in the U.S.

Mike has been a featured contributor to various publications on financial topics including:

  • Worth Magazine
  • Medical Economics
  • Money Magazine
  • Investment News
  • Kiplinger Personal Finance
  • USA Today
  • Financial Planning Magazine
  • Chicago Tribune
  • Financial Services Weekly
  • Chicago Sun Times
  • American Bar Assoc. Journal
  • The Daily Herald
  • Wall Street Journal

 

Mike can be contacted by email at:  info@kabarec.com

 

KAREN A. KABAREC, MS

Karen Kabarec has been Vice President of Kabarec Financial Advisors, Ltd., a fee only financial and investment advisory firm, since 1984.  She received her Bachelor of Science Degree from Colorado State University and a Masters of Science Degree from Indiana University.  She has also attended the College for Financial Planning.  Karen has done extensive additional postgraduate work in finance and taxation. 
 
Karen is a member of the Palatine Chamber of Commerce, the Palatine Library Foundation, and a director of the Palatine Opportunity Center.  She also serves as a director of Cornerstone National Bank & Trust Co. of Palatine and has served 10 years as a library trustee.  She is a frequent lecturer to community, industry, business, and consumer organizations on financial and tax topics.
 
Karen has been a featured contributor to various publications including:
  • Money Magazine
  • Kiplinger Personal Finance
  • The Daily Herald
  • The Chicago Sun Times

Karen can be reached by email at:  info@kabarec.com

 

KIRK R. HACKBARTH, CFP®, CPA/PFS, MS

Kirk is a Certified Financial Planner, a Certified Public Accountant and a Registered Investment Advisor.  He attended the University of Wisconsin where he received both a Bachelor of Business Administration degree in finance and a Masters of Science degree in accounting.  In addition, Kirk is a member of the American Institute of Certified Public Accountants, the Wisconsin Institute of Certified Public Accountants, and the Financial Planning Association. 

 

Kirk Hackbarth is a Senior Financial Planner, with an extensive and diverse background in comprehensive financial planning.  Kirk' s experience includes work in retirement planning, estate planning, asset allocation analysis, advanced insurance strategies and income tax compliance.  He also has several years of Investment Advisory experience.  Kirk' s primary focus is to develop and implement sophisticated financial planning and investment strategies for the firm's high net worth clients.

 

KFA specializes in working with families to build secure financial futures and optimum wealth for their situations. Kirk can be reached by email at:  info@kabarec.com

 

MICHELLE SMALENBERGER

Michelle is a recent graduate from Kansas State University where she received her bachelors degree in Personal   Financial Planning.  She began working for Kabarec in January 2005 and has begun studying for her Certified Financial PlannerÔ designation.  Michelle is actively involved in client meetings, the preparation of  financial plans, ongoing client communication, creating and maintaining client accounts, etc.
 
Michelle contributes her time to the Financial Planning Association.
 

Michelle can be reached by email at:  info@kabarec.com

 


            

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