Vice President and Trust Officer
The Chicago Trust Company
Charles W. Csakai is a Vice President and Trust Officer and has been providing comprehensive wealth management services, trust administration, and IRA expertise to his clients for almost 30 years. Chuck joined The Chicago Trust Company, N.A., in 2019 and works with individual grantors, beneficiaries, and charities.
Chuck is committed to serving his clients and helping them meet their financial goals by focusing on their present status, family relationships, estate planning needs, and ultimate disposition of their assets. Prior to joining the firm, he spent three years at BMO Harris Bank’s downtown office and over 24 years at LaSalle Bank and Bank of America.
Chuck graduated from Wheaton College with a BA in psychology and from Boston University’s School of Law, where he earned his JD. He is licensed as an attorney in Illinois and holds the CERTIFIED FINANCIAL PLANNER™ designation and the Certified IRA Services Professional (CISP) designation from the American Bankers Association. He is active in his church and with other charitable organizations. Chuck lives in Wheaton, Illinois with his wife and has three adult children.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Ready to start a conversation?
Call us at 630-303-5261 or:
555 Fort Hill Dr.
Naperville, IL 60540
Charles W. Csakai, CISP, CFP®, J.D. also serves clients by appointment at the following locations: