Wealth Manager, Partner
Paul serves as a Private Wealth Manager and Partner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Paul has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Paul was a financial advisor and co-owner of an independent investment advisory firm.
Paul earned a Bachelor of Science degree in finance from the University of Illinois, Chicago. He also served as a United States Marine prior to his career in finance, an experience that changed his life and helped provide the means to identify and accomplish various goals.
Paul and his wife, Michelle, have two children: Zoe and Jake. In his spare time, Paul enjoys traveling with his family and supporting his children’s interests and activities. He is also a lifelong Chicago Bears fan, despite the emotional toll it can take on a man.
Articles by Paul Casazza
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