Paul

Raab

CRPC™

picture of a planner

Here to act in your best interests

About me

I'm passionate about helping my clients build a better future and achieve their financial and retirement goals. I love the opportunity to help people confirm whether they are on track to reach those goals. Outside of work I enjoy water sports, running, and spending time with friends and family.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Economics - Arizona State University

Visit one of our Locations

Chicago I - Northbrook

3100 Sanders Road

Suite 125

Northbrook, IL 60062

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Market Insights – April

    Should you try to hedge against inflation?

    The Comprehensive Parenting Contribution

    Tax Efficient Investing Strategies