Spotlight Asset Group, Inc.
Kacper Gombarczyk is a Financial Planning Paraplanner at Spotlight Asset Group, Inc. since November 2023, where responsibilities include creating portfolio models and developing financial reports. Gombarczyk also serves as a Hockey Coach with the Timberwolves Hockey Club since August 2023. Prior experiences include a summer internship at Us Money Express involving financial audits and compliance analysis, as well as various roles in youth hockey coaching at Training Camp Cup and True North Hockey. Gombarczyk's earlier work includes retail cashier positions and a warehouse laborer role, showcasing a diverse skill set in finance, coaching, and customer service. Kacper Gombarczyk holds a degree in Financial Planning and Agricultural Economics from the University of Illinois Urbana-Champaign, completed in 2023.
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Spotlight Asset Group, Inc.
At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.