Ily Grinberg
Personal Finance: Financial Planning and Political Science Student and University of Wisconsin-Madison | School of Human Ecology
- Role
- Paraplanner at Lido Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Ily Grinberg
Hello. I am a senior at the University of Wisconsin-Madison majoring in Personal Finance and pursuing a certificate in Political Science. I have a strong foundation in financial management and planning. I am eager to apply this knowledge to real-world scenarios, and after graduating in May 2026, I plan on working towards my CFP.
Experience
Paraplanner
Sep 2024 — Present
Closing an additional $200 million in AUM for advisory teams by constructing comprehensive financial plans for ultra-high net worth clients, incorporating retirement goals, estate and income tax mitigation utilizing Emoney- Research innovative estate planning strategies for clients undergoing major liquidity events and business sales including QSBS, annuity type trusts and charitable trusts- Create client facing resource library including presentations such as estate planning concepts to help educate clients on financial planning strategies to further deepen current client relationships
Education
University of Wisconsin-Madison
Bachelor's degree, Personal Finance- Financial Planning
Oakwood Secondary School
Student, Student
2016 — 2022
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