Shaun’s Approach
Shaun P. Luce
CFP®
Financial Advisor
Overview
Shaun Luce serves as a financial advisor focused on comprehensive financial planning in Lincolnshire, Illinois. A CERTIFIED FINANCIAL PLANNER® professional, he works with individuals and families to help organize their finances, coordinate investments, and build strategies that support both near-term priorities and long-term goals.
Shaun began his career in financial services as an advisory intern at Savant. After earning a bachelor’s degree in personal finance with a concentration in financial planning from the University of Wisconsin-Madison, along with minors in business and entrepreneurship, he joined the firm full-time as an associate advisor. He later advanced to his current role as a financial advisor, continuing to expand his responsibilities and client relationships.
Known for a detail-driven and proactive approach, Shaun helps clients understand their full financial picture and make confident decisions as their needs evolve. He emphasizes organization, thoughtful planning, and consistent communication to help clients stay on track through changing life stages. His ability to support both client planning and internal processes reflects a strong commitment to client service.
A resident of downtown Chicago, Shaun enjoys staying active, following Chicago sports, and spending time with family and friends.
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.
Education
- University of Wisconsin-Madison
Bachelor of Science in Personal Finance with a concentration in Financial Planning and minors in Business and Entrepreneurship
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.