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Dario Kerkez

Dario Kerkez, CFP, Wealth Manager / IHT Wealth Management. Raised in Belgrade, Serbia, Dario comes from a military family and served in the Serbian 3rd Army (Infantry). He graduated from the University of Organizational Sciences (FON) in Belgrade as an Industrial Engineer. He managed Gallup in Serbia during which time he assisted in supervising the most accurate and modern media and political research departments before embarking on a successful career in the financial services industry in the United States.

 

With almost 20 years of experience in the financial services business, Dario is a fiduciary and a CFP (Certified Financial Planner). He possesses extensive knowledge and expertise in helping families and businesses protect, grow, and pass on their wealth. His deep understanding of investments, insurance, and estate planning enables him to provide insightful guidance to his clients

 

Currently residing on the vibrant Lake Shore Drive in Chicago, USA, Dario is also passionately involved in non-profit endeavors. Dario's Serbian background, military experience, extensive knowledge of financial markets, interest in geopolitics, well-established reputation in the Serbian community in Chicago, and commitment to promoting historical ties between the US and Serbia make him a valuable advocate for the Foundation's mission.

 

Dario cherishes his role as a husband and father, finding joy in sharing his life with his wife and two children. Combining his financial expertise with a genuine dedication to community engagement, he continues to make a positive impact on both his client's financial well-being and the commemoration of historical events that shaped the relationship between the United States and Serbia.

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