Paul E. Staniszewski
CFP®
Financial Advisor
The ability to work with a wide variety of clients who have differing needs provides me with daily motivation and keeps me professionally challenged to continue to learn.
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Education &
Affiliations &
Paul is a financial advisor in Savant’s Lincolnshire, IL office.
As a CERTIFIED FINANCIAL PLANNER® professional, Paul is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Paul has been involved in the financial services industry since 1992 and has built an extensive career as a regional director, advisory practice consultant, vice president, and financial advisor, serving a range of clients from emerging affluent to high net worth, with a heavy emphasis on financial planning. He has also managed an advanced planning group which served as a support function for independent and wirehouse advisors.
Paul is a member of the Financial Planning Association. He earned a bachelor of science degree in accounting from the University of Dayton (OH).
Paul and his wife Janina have two children, Lucas and Ava. He is actively involved in his church.
Education &
Designations
- University of Dayton
Bachelor of Science in Accounting - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Financial Planning Association – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.