Sheila Padden (CFP®, CPA/PFS)

Sheila Padden focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I’m Sheila Padden.

If you’re like most people, you have several pieces of your financial plan in place – you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it’s likely that each of these pieces was developed independently and at different times in your life. It’s also likely that you’ve never had all of the pieces reviewed by someone who wasn’t trying to sell you something. Is it any surprise that you wonder whether you’re on the right path and making the best possible progress?

Regardless of how much money you have, you have financial concerns. I can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.

Additional Information

NAPFA Start Date

December 16, 2011


This Office

10422 S Longwood Dr Chicago, IL 60643-2613 Phone: (773) 718-3218