As a Managing Director and Chief Operating Officer at CD Wealth Management, Ilona specializes in comprehensive financial planning with a focus on working with people whose lives are in transition, including divorcees, widows and widowers. She also excels in her work with matriarchs and patriarchs of multigenerational families to ensure that the transition of their wealth is built on a solid foundation and that their legacy is expertly protected for generations to come.
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 forward so they are wholly educated about their decisions.
Ilona’s podcast, Cosmos and Financial Convos, was born out of a pattern she saw with many of her clients and a desire to educate as many people as possible. She serves as Advisory Council to the Southwest Community Foundation, sits on the Board of Trustees of the Dallas Jewish Community Foundation and is a member of the board of KidneyTexas, Inc. Ilona enjoys traveling and spending time with her husband.
“I love working here because we’re independent. No one tells you what to push or what to sell. We’re solely focused on what’s right for our clients.”
Specialities: Coaching clients through the process of making a financial plan – and helping them stick to it; working with people in transition, including divorcees, widows, and widowers; advising heads of multigenerational families and building strong plans for the transition of wealth to protect their legacies
Certifications: Certified Financial Planner™, Certified Divorce Financial Analyst™
“Ilona is the best advocate I could have asked for. She not only knows where all my money is, she knows where it ought to be.”
— Client testimonial
- Case study: Main wage earner passes away, now what?
- Case study: Life After Divorce
- Podcasts: Cosmos & Financial Convos
Education: Indiana University School of Public and Environmental Affairs & Kelley School of Business – Bachelor’s degree with a concentration in Public Financial Management and a minor in Business and French; Southern Methodist University – MBA
Check Ilona’s background on FINRA’s BrokerCheck.