About My Practice
At my practice, I see myself as not just Financial Advisor but as meaningful partner offering a common-sence perspective on your real life decisions. As financial realist, I use a value approach to work with you to build a long-term plan that is in tune with your goals and objectives. I dedicate myself completely to your needs. Likewise, I believe that wealth management advice is a two-way street; I rely on that same openness from you to ensure effectice management of your finances. Together, we can achieve uncommon results.
Experience
With over 17 years of wealth management experience through his service at Merrill Lynch, Wells Fargo Advisors, and UBS. Paul Stepankovskiy is committed to providing sound investment advice with focus on long-term working relationships with clients. He received his bachelor’s degree in economics from University of Illinois, in Chicago and his MBA in finance degree from DeVry University Keller Graduate School of Management. He completed his CFP™ certification program at Northwestern University.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 52, 63, 65, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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