Paul Shuman, CPA, CFP®

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

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

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
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2006 - Sep 2009
  • GCG Financial
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor
      • Jun 2004 - Oct 2006

Education

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

Community

You need to have a working account to view this content. Click here to join now