Paul Shuman, CPA, CFP®

Principal at The Planning Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Experience

  • The Planning Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • Oct 2018 - Present

      www.planning-group.com I specialize in discovering with my clients, no matter their stage in life, a comfortable balance between their financial protection and accumulation goals. I work most often with families, executives and professionals, and business owners. Investment Advisor Representative, TPG Advisors, LLC, a Registered Investment Advisor. www.planning-group.com I specialize in discovering with my clients, no matter their stage in life, a comfortable balance between their financial protection and accumulation goals. I work most often with families, executives and professionals, and business owners. Investment Advisor Representative, TPG Advisors, LLC, a Registered Investment Advisor.

  • Shuman Financial Consulting, LLC
    • Owner
      • Sep 2009 - Oct 2018

  • Preferred Planning Concepts
    • Financial Advisor
      • Oct 2006 - Sep 2009

  • Alera Group (GCG Financial)
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor
      • Jun 2004 - Oct 2006

Education

  • University of Illinois at Urbana-Champaign
    BS, Accountancy
    1994 - 1998

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