Ilona Friedman Managing Director, Chief Operating Officer

972-499-6283 | | Download vCard

Education: Indiana University, School of Public and Environmental Affairs & Kelley School of Business – BS with a concentration in Public Financial Management and a minor in Business and French; Southern Methodist University – MBA

Certifications: Certified Financial Planner™

As a Principal at CD Wealth Management, Ilona specializes in comprehensive financial planning with a focus on working with women, and people in transition. With a public finance degree from Indiana University, Bloomington, Ilona started in the financial industry working for a global financial services firm and joined Waldman Bros in 2009.  She has learned the business from the ground up and understands the entire process of financial planning and investment advisory services. She enjoys organizing clients financially to create a clear path going forward so they are wholly educated about their financial decisions. Ilona strives to equip her clients with a plan specifically geared for their individual needs. Ilona serves as Advisory Council to the Southwest Community Foundation, and is a member of the board of KidneyTexas, Inc. Ilona enjoys traveling and spending time with her family.

Check the background of this investment professional on FINRA’s BrokerCheck.