Paul Mankarious, CFP®

WELLth Advisor

Paul graduated from Benedictine University with a major in Finance. Paul has successfully completed the curriculum to become a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) which means he has dedicated his career to continuing education and acting with a high standard of ethics for each client.

Before joining SRP, Paul worked at 2 publicly traded companies in downtown Chicago. At the most recent firm Paul consulted with High-Net-Worth clients regarding investment goals, analyzed portfolio performance, evaluated investment risks, and recommended appropriate asset distribution among various investment vehicles. Paul also developed personalized, strategic, financial plans for clients depending on their current financial situation.

With this knowledge and experience, Paul understands the importance of client communication, timeliness, and educating clients on their retirement and planning decisions. Paul builds trust with clients by providing a clear path for their future, being transparent throughout the process.

Paul understands that each client’s financial picture is unique. His passion is helping to make his client’s needs, and future wants, attainable through estate, retirement, and investment planning. Throughout the planning process, Paul strongly advocates educating and communicating with his clients to make well informed decisions together.

Outside of work, Paul enjoys hanging with his family and friends, traveling to different cities and countries. Paul is an avid golfer, Packer’s fan and loves anything outdoors.