Paul Stepankovskiy, CFP<sup>&reg;</sup> - Financial Advisor

Paul Stepankovskiy, CFP®

MBA,

FKS Wealth-management of UBS Financial Services

5 Revere Dr.
Northbrook, IL 60062
FINANCIAL ADVISOR'S WEBSITE
(847) 498-7757

General

Paul Stepankovskiy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FKS Wealth-management of UBS Financial Services in Northbrook, IL and the surrounding communities.

Financial Advisor Overview

At my practice, I see myself as not just Financial Advisor but as meaningful partner offering a common-sence perspective on your real life decisions. As financial realist, I use a value approach to work with you to build a long-term plan that is in tune with your goals and objectives. 

I dedicate myself completely to your needs. Likewise, I believe that wealth management advice is a two-way street; I rely on that same openness from you to ensure effective management of your finances. Together, we can achieve uncommon results.

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Financial Advisor Experience

With over 17 years of wealth management experience through his service at Merrill Lynch, Wells Fargo Advisors, and UBS. Paul Stepankovskiy is committed to providing sound investment advice with focus on long-term working relationships with clients. He received his bachelor’s degree in economics from University of Illinois, in Chicago and his MBA in finance degree from DeVry University Keller Graduate School of Management. He completed his CFP™ certification program at Northwestern University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 52, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources