Randy E. Porzel

About Randy E. Porzel

At a young age, I established a passion for helping others achieve their life long goals.…

Experience

1. Partner

   Private Vista Llc

   May 2006 — Present · Oak Brook, IL, US

   Private Vista is the merger of two successful financial services firms with promising futures: Financial Strategy Network (FSN) in Chicago and WNA Wealth Advisors in Hinsdale, Illinois.As a next generation wealth management firm, Private Vista helps clients realize a clear view of how they want to invest their time, energy and money to achieve their definition of an enriched and fulfilling life. Private Vista helps clients achieve those life goals by aligning them with a wide range of financial planning, investment management and lifestyle tools. A Private Vista plan includes:• Holistic Financial Planning• Tax Planning• Cash Flow• Education Planning• Business Continuity• Estate Planning• Insurance Analysis and Planning• Survivor Analysis• Investment Portfolio Planning and Management• Fringe Benefit Analysis and Planning• Stock Option Planning• Qualified Plan Design and Implementation• Generational Wealth Planning• Retirement Income PlanningTo learn more go to myprivatevista.com

Education

• University of Illinois Chicago

  BS, Finance

  2006 — 2008

Skills

• Fixed Annuities
• Financial Advisory
• Portfolio Management
• Insurance
• Estate Planning
• Commodity
• Series 7
• Financial Analysis
• Mutual Funds
• Options
• Strategic Financial Planning
• Financial Services
• Finance
• Personal Finance
• Stocks
• Securities
• Wealth Management
• Investments
• Financial Planners
• Asset Managment