Chicago, IL

Our Approach

The approach of the Chicago branch office is simple: to work for you. Managing director Aamir Chalisa tells his advisors “You are my client and it’s my responsibility to support your business and help you do the best for your clients.” The branch team helps you navigate the choices available to you at Futurity First to select the best products to fit your clients’ needs. With this emphasis, the Chicago office is one of the top producing Futurity First branch offices.

The strength of the Chicago team is experience. With a team of more than 35 advisors, some of whom have been in the business for over 50 years, the branch has expertise in many areas of the advisory business. And team members emphasize helping and supporting new advisors. Another strength of the Chicago branch is diversity. Advisors from many different cultures are an asset in bringing financial security to the diverse population of Chicago.

Raymond Shimizu

Associate Managing Director