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

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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

33 College Hill Road
Suite 31A Warwick, RI 02886
P: 401.244.6010

Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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