RANDY PORZEL

PRINCIPAL, CFP®, RICP®

 

EDUCATION

  • Bachelor’s Degree in Finance, University of Illinois at Chicago

 

COMMUNITY

  • Board member, Chicago Lighthouse Junior Board

  • Club Treasurer, Darien Lions Club

  • Award Recipient — 2015 Suburban Life’s Best Under 40

  • Award Recipient — 2017 Forbes America’s Top Millennial Advisors

 

MY FINANCIAL SERVICES CAREER BEGAN IN 2006

I began my financial planning career as an intern and have worked my way up through every job at the firm. I’ve spent hours in meetings with clients, asking questions and observing. I’ve learned to recognize expectations, a client’s need for clarity, and how, without it, there might exist an anxious future. It’s why I enjoy taking my clients through our planning process, using our tools that answer the questions and clear the uncertainty so that they can look forward to their idea of an enriched life.

 

MY PRIVATE VISTA

My Private Vista is all about family and friends. My wife, Jennifer and I focus on raising our two children (Matthew and Brooklyn) in our community of Western Springs with that as their cornerstone. We enjoy trips to the park, local restaurants, and impromptu fire pits with neighbors. In my free time, I enjoy serving on the boards for the Chicago Lighthouse for the Blind and The Darien Lions Club, where our mission is to serve those in our community with visual impairments. My own visual disability has limited my ability to see the world in 20/20, and I look to help those who lack the resources to do so as well.

 


PUBLICATIONS