Andrew Paoni

Andrew Paoni's Areas Of Expertise

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.

Professional Licenses

  • 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)

Affiliations

  • 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

Education

  • 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, Member FINRA and SIPC. Triad Advisors and Sikich Financial are not affiliated.

 

By | 2018-03-13T10:07:31-05:00 July 27th, 2016|Comments Off on Andrew Paoni

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Sikich LLP
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