Paulina’s Approach
Paulina M. Ksiazek
CFP®
Financial Advisor
Overview
Financial advisor Paulina Ksiazek supports individuals and families in Savant’s Lincolnshire, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, she focuses on helping clients feel assured and informed as they navigate key financial decisions. Paulina builds strong, long-term relationships grounded in education, partnership, and trust, offering guidance throughout every stage of life’s transitions.
Paulina began her career in 2015 at Huber Financial Advisors and continued serving clients when the firm joined Savant in 2020. She earned a bachelor’s degree in business with a concentration in finance from DePaul University in Chicago.
A committed advocate for advancing women in finance, Paulina is an active member of Wise Women and received the 2022 Joanne Hickman Dodd award from Women Investment Professionals, which honors emerging leaders who demonstrate strong leadership qualities and impact within the industry1.
Paulina remains engaged in her community through the Barrington Junior Women’s Club and DePaul University’s Alumni Sharing Knowledge (ASK) mentoring program.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- DePaul University
Bachelor of Science in Business with a concentration in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Barrington Junior Women’s Club – member
- DePaul University, Alumni Sharing Knowledge (ASK) – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Paulina M. Ksiazek
1 insight
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2022 Women Investment Professionals Joanne Hickman Dodd Award: This annual award published in October 2022 was created to recognize next-generation women leaders in the investment industry. Savant did not pay a fee to participate. Women Investment Professionals pay an individual membership fee.