475 Half Day Road Suite 210 Lincolnshire , IL 60069

847.541.6888

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.

Education &
Designations

University of Wisconsin-Madison
Bachelor of Science in Personal Finance with a concentration in Financial Planning and minors in Business and Entrepreneurship
CERTIFIED FINANCIAL PLANNER® professional

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.

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