# ALO Financial Planning

ALO Financial Planning is an other.

## Overview

- **Organization type:** other
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** alo.financial
- **LinkedIn:** https://www.linkedin.com/company/alo-financial-planning

## Regulatory record

- **CRD number:** 297002
- **SEC file number:** 801-136485
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297002

## About

Alo Financial Planning helps successful corporate professionals design and enjoy a tax-wise, income-smart, and experience-rich retirement. Plans are personalized for lifestyle and goals, tax and income strategies, and investments and savings. The firm works with clients nationwide, with most from the Chicago suburbs, providing guidance to and through retirement.

## People

- John Nowak — Founder and Financial Planner

## Questions

### Who leads ALO Financial Planning?

Leadership names are not publicly available for ALO Financial Planning. The firm does not appear on major industry registries or media coverage.

## Related profiles

- [Luther Wealth Management](https://altss.com/profile/luther-wealth-management)
- [LPG Capital Management](https://altss.com/profile/lpg-capital-management)

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Last updated: 2026-08-11T15:06:04.815Z

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