Damon Feltz brings more than 16 years of institutional trading experience to his role as a Financial Planner at Feltz WealthPlan. Before joining the firm in 2025, Damon spent his career in Chicago’s financial markets, where he managed an institutional trading desk responsible for executing complex investment transactions for professional market participants.
That experience gave Damon a unique understanding of how financial markets function behind the scenes, providing a perspective that few financial advisors possess. Today, he combines that market knowledge with comprehensive financial planning to help individuals and families make informed decisions with confidence.
Damon believes successful financial planning is about more than investments; it’s about understanding each client’s goals, building lasting relationships, and creating thoughtful strategies that provide clarity through every stage of life. He is committed to helping clients prepare for retirement, preserve wealth, and create a lasting legacy for future generations.