Paul Schee, CFP^®, CIMA^®

Designations and licenses

Paul is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst®.

Experience and education

Paul provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Paul worked as a wealth advisor at Capstone Financial Advisors, where he played a key role in supporting clients through the full financial planning process. His responsibilities included cash flow management, loan analysis, maintaining statements of net worth, preparing tax projections and tax returns, performance reporting and analytics and rebalancing portfolios with a focus on tax efficiency. He also assisted with estate planning and provided a range of ad hoc planning services tailored to client needs.

Paul has a degree in finance from the University of Illinois at Chicago.

Personal interests

Away from the office, Paul enjoys weightlifting, fishing and running. He is also involved with the Northern Illinois Food Bank and is a Chicago Bears fan.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.