Articles by Randy E. Porzel, CFP®, RICP®

Randy Porzel is a Partner at Private Vista, where he helps individuals and families design comprehensive financial plans that align with their life goals. Randy began his career as an intern at Private Vista and has worked his way up through every job at the practice.

With nearly 20 years of wealth management experience and countless hours spent in client meetings, he has developed a deep understanding of client expectations, the need for clarity and how uncertainty can create anxiety about the future.

This is why Randy enjoys taking clients through his planning process, using tools that answer the questions and clear the uncertainty so that they can look forward to their idea of an enriched life.

He currently sits on the board of the Financial Planning Association, Chicago Loop Council, the Chicago LightHouse for the Blind Junior Board and the Darien Lions Club.

Randy graduated from the University of Illinois Chicago with a Bachelor of Science in Finance. He resides in Chicago.

Website: myprivatevista.com | LinkedIn

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