Andrew Paoni, MBA, AIF®, CFP®, CFA, partner of Sikich’s wealth management team, provides financial planning and wealth management services to individual, corporate and not-for-profit clients for Sikich Financial. Sikich Financial is a registered investment advisor and wholly owned subsidiary of Sikich LLP. Andrew has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. Andrew’s focus is on constructing investment portfolios consistent with the client’s objectives. He is a licensed securities advisor and holds a State of Illinois life, health and long-term care insurance license.
Financial Industry Regulatory Authority (FINRA) Series 7, 24, 31 and 66
State of Illinois Life Insurance
State of Illinois Health Insurance
State of Illinois Long Term Care
Accredited Investment Fiduciary® (AIF®)
Certified Financial Planner™ (CFP®)
Chartered Financial Analyst (CFA)
Salvation Army – Advisory Board
Contact Ministries – Former Board of Directors
Calvary Academy – Former Board Member
Springfield Westside Rotary – Former President
Greater Springfield Chamber of Commerce
Sangamon Valley Estate Planning Council
Leadership Springfield – 2008
Forty Under Forty – Springfield Business Journal (2008)
Illinois Prayer Breakfast – Committee Member
CFA Society St. Louis
Master of Business Administration (MBA), South Illinois University
Bachelor’s Degree in Business Administration, University of Illinois
Investment advisory services offered through Sikich Financial, a Registered Investment Advisor. Securities offered through Triad Advisors LLC, Member FINRA and SIPC. Triad Advisors and Sikich Financial are not affiliated.
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By Sikich LLP|2019-01-24T15:51:13+00:00July 27th, 2016|Comments Off on Andrew Paoni
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