Cfp® Randy E. Porzel Ricp®

Randy E. Porzel, CFP®, RICP® is a Partner at Private Vista LLC, where Randy has been instrumental since May 2006 in providing next-generation wealth management services that empower clients to align their investments with their life goals. Prior to Private Vista, Randy served as a Financial Planner at Financial Strategy Network LLC until July 2016, offering securities through Comprehensive Asset Management and Servicing, Inc. Randy holds a BS in Finance from the University of Illinois Chicago, attended Coastal Carolina University, and is a graduate of Fenwick High School.

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