Paulina M. Ksiazek

CFP®

Financial Advisor

I enjoy being able to roll up my sleeves with my clients, take the seemingly disparate pieces of their financial life, and create and implement a successful plan. This is gratifying work because I feel like I've made a difference.

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Paulina is a financial advisor in Savant’s Lincolnshire, IL office.

Paulina is passionate about helping her clients feel more confident in their financial decisions. She not only advises but educates them about financial fundamentals. Paulina enjoys developing meaningful partnerships with clients as their trusted advisor and supporting them through life’s transitions.

As a CERTIFIED FINANCIAL PLANNER® professional, Paulina 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.

Paulina has been involved in the financial services industry since 2015. She worked for Huber Financial Advisors from 2015 until it joined with Savant in 2020.

Paulina is a member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She won the 2022 Joanne Hickman Dodd award from Women Investment Professionals, an award that recognizes women in the investment industry who demonstrate outstanding leadership characteristics and exemplify the next generation of industry leaders.

Active within her community, Paulina is a member of the Barrington Junior Women’s Club and DePaul’s student mentoring program, Alumni Sharing Knowledge (ASK).

Paulina earned a bachelor of science degree in finance from DePaul University.


Education &
Designations

  • DePaul University
    Bachelor of Science in Finance
  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

  • Barrington Junior Women’s Club – member
  • DePaul University, Alumni Sharing Knowledge (ASK) – 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.

Savant did not pay any compensation to Women Investment Professionals in connection with the Joanne Hickman Dodd award.

Contact Paulina

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