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Paul Sippil

Advisor at Paul D. Sippil & Associates, LLC

Updated today
Paul D. Sippil & Associates, LLC logo

Firm

Paul D. Sippil & Associates, LLC

Location

Chicago, IL

Credentials

Series 66

Industry experience

22 years

About

Paul Sippil is a financial advisor with Paul D. Sippil & Associates, LLC in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. He has led his firm since 2010 and is also a licensed independent insurance agent specializing in life, accident, health, long-term care, and disability insurance. Paul D. Sippil & Associates, LLC provides consulting services exclusively to defined contribution retirement plans, advising plan sponsors and participants as an ERISA section 3(21) fiduciary. The firm focuses on plan-level advice, participant guidance using an individualized asset-allocation process emphasizing indexing and mutual funds, and fiduciary support, rather than ongoing portfolio management.

Client services

Based on Paul D. Sippil & Associates, LLC

Pension consulting Educational seminars or workshops

Expertise

Based on Paul D. Sippil & Associates, LLC

Passive / index investing

Occupation focus

Based on Paul D. Sippil & Associates, LLC

Retired

Fee options

Fixed

Flat fees charged for qualified plan consulting services, based on level of services provided; not asset-based.

Other

Fee-only: Flat dollar fees based on level of services provided, not based on assets under management. Fees vary based on factors such as number of locations, plan participants, and education meetings. Fees are calculated, accrued, and due quarterly in advance.

Location

Chicago, IL

Most active in

Illinois

Work history

Paul Sippil

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
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