Paul Schifferer

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Cary, IL 60013

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Occupation focus

Military & Veterans Founder/Business Owner

Work history

Edward Jones

2019 - Present (7 years)

Next Door, Inc.

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

Matthew B

CFP®, EA

Arlington Heights, IL

Maplewood Wealth

I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions. At Maplewood Wealth, I've created a fresh approach to financial planning that resonates with fellow millennials who've found success early in their careers. I understand that for our generation, true financial confidence goes beyond mere numbers—it's about aligning our money with our values and goals to design the lifestyle we want. My approach allows you to enjoy life now while also securing a fulfilling future. Based in the Chicagoland area, I bring both professional expertise and relatable life experience to my practice. As a young father balancing career and family life, I intimately understand the challenges and aspirations you face. Whether you're a young professional building a strong financial foundation, a "surprised affluent" navigating sudden wealth, or part of a growing family juggling multiple financial priorities, I tailor my approach to your unique situation. With Maplewood Wealth, you're not just getting a financial planner—you're gaining a dedicated partner in navigating life's changes and achieving your dreams without stress. Let's work together to create a financial plan that empowers you to live your best life, both now and in the future.

Equity Recipients (RS/RSU, SOP, ESPP) Attorney Young Professionals Gen Y/Millennials (Born 1980-1995)

Lawrence G

CFP®, ChFC®, Series 66

Crystal Lake, IL

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Amir J

Series 66

Rolling Meadows, IL

Merrill

Amir Jafariaria serves as a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He brings a global perspective to his role, shaped by his experiences living in six countries across multiple cities and working in private equity in Istanbul before relocating to the United States in 2014. Since joining Merrill Lynch Wealth Management in 2015, Amir has focused on delivering comprehensive wealth management services and proactive financial strategies tailored to his clients' diverse needs. With a background rooted in an entrepreneurial family and professional experience spanning private equity, start-ups, and wealth management, Amir specializes in areas including college education planning, employee benefits planning, executive and equity compensation services, family wealth management strategies, institutional and corporate benefit services, and wealth planning for LGBT and women clients. He integrates his services with clients’ external advisors such as attorneys, tax professionals, business managers, and family offices. Amir holds a Bachelor’s Degree in Management Information Systems and a Master of Business Administration (MBA), both from Eastern Mediterranean University. He also holds the Personal Investment Advisor (PIA) designation and is proficient in English, Persian, and Turkish. Outside of his professional life, Amir’s personal interests include bungee jumping, cooking, pickleball, refereeing, skiing, soccer, table tennis, and tennis.

Wealth management Business ownership considerations Business Financial Management Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance LGBTQIA Women Professionals

Jeremy K

Series 66

Hoffman Estates, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Inheritance planning Business ownership considerations Founder/Business Owner

David L

CFP®, Series 66

Mchenry, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning General estate planning guidance Wealth management

Tyler S

Series 66

Elgin, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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