Paul Shuman joined the financial services industry in 2004 and became a partner in The Planning Group in 2018. His professional experience includes public accounting, entrepreneurship, corporate real estate, and private equity, giving him a broad perspective that helps him assist clients.
Paul serves his clients with knowledge, patience, and competence. He has gained a reputation amongst his clients for being extremely responsive to their needs and always putting their interests first. Beyond his service centered philosophy to maintaining client relationships, Paul specializes in discovering with his clients, no matter their stage in life, a comfortable balance between their financial protection and accumulation goals. He works most often with families, executives and professionals, and small business owners. Paul is also well versed in estate planning.
Paul graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in Accountancy, receiving high honors. He is a Certified Public Accountant, a Certified Financial Planner™ professional, a Shore Community Services board member and a member of the Financial Services Institute.
Paul is an avid traveler and hiker who would like to visit all our country’s National Parks in his lifetime. He lives in Northbrook with his wife and two children.