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Paulina Ksiazek (CFP®)

Paulina Ksiazek focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Generation X
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Paulina has been involved in the financial services industry since 2015. She is a member of Savant’s women’s initiative, Cents of Self, which seeks to provide female clients and prospects with educational materials, events, and resources for helping women take control of their financial future.

Paulina earned a bachelor of science degree in finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER™ professional. 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.

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.

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).

NAPFA Start Date

January 03, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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475 Half Day Road Suite 210 Lincolnshire, IL 60069 Phone: (847) 541-6888
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