PAUL ROKOSZ, MBA, CFA®
Personal Legacy Advisor
Paul Rokosz is a Personal Legacy Advisor and leads Wealth Impact Partners’ Chicago office.
Paul has been a successful investment portfolio manager and analyst for more than 25 years, with an outstanding track record for absolute, relative, and risk adjusted returns, specializing in small to mid-sized companies. He is uniquely well suited to assist affluent families and small business owners navigate the complexities of financial security, financial independence, wealth transfer, and freeing up capital for new ventures and lasting, impactful giving.
Paul earned his MBA in finance and accounting from the University of Chicago Booth School of Business and a Bachelor of Business Administration cum laude from Loyola University of Chicago. He is also a Chartered Financial Analyst.
PAUL ROKOSZ, MBA, CFA®
Personal Legacy Advisor
ARE YOU READY TO GET STARTED? CONTACT US TODAY!
Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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