Paul Tokarz

Paul Tokarz

Financial Advisor - Chicago
AIF

Biography

 

As Founding Partner, Paul’s vision has always been to help clients by implementing comprehensive financial planning, advisory asset management and non-proprietary insurance strategies.

“Every client I work with wants: Fairness, Integrity, Honesty and Knowledge with unique and robust opportunities” says Paul. “It starts with listening and implementing what’s important to each client.”

Paul’s blue-collar upbringing has instilled in him the work ethic foundation to have one of the quickest starts of anyone amongst his peer group in the industry. “I’ve been lucky to have two parents have two jobs each growing up, have a brother become a police officer and my sister become a public-school teacher,” he says. “Seeing firsthand their ability to never quit is what drives me to make an impact in as many lives as possible.”

Paul’s passion for helping others extends beyond Hoopis Group. He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports. Paul is particularly interested in education for disadvantaged youth, helping families and children who have gone through life-changing events and helping those with special needs.

Paul holds the Accredited Investment Fiduciary (AIF) designation, member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA) and holds the following FINRA licenses: Series 7, Series 65, Series 6 and Series 63. He resides in Andersonville with his wife, Keriann and their cocker spaniel, Nugget.

CRN202002-224679

CA Insurance Lic. #0K11080, State of Domicile: IL

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