Sophie  Kaluziak

Sophie Kaluziak

| CFP®, CPA

Vista Financial Planning

(708) 445-8747

Contact Me

www.vistafp.com

Fee Only Financial Planner Located in Oak Park, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

101 North Marion Street
Suite 306
Oak Park, IL 60301

Sophie Kaluziak is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Sophie Kaluziak is a Fee Only Financial planner in Oak Park, IL. Sophie Kaluziak is a NAPFA-Registered Financial Advisor.

What Makes Vista Financial Planning Different?
  • Fee-Only commitment: our compensation is never contingent on the outcome of any financial transaction you make. We accept no commissions. Our only compensation is what you pay us directly.
  • Holistic approach to planning: all the financial areas of your life, including taxes and real estate, are integrated in one overall, comprehensive plan.
  • Focus on client education. We take the time to make sure you understand our advice.
  • Full-Service retainer: with this open-end retainer, you may visit or call anytime in addition to your scheduled appointments, at no extra cost.
  • Complimentary initial consultation: call or email us to schedule a meeting for us to review your situation and develop a proposal.
Professional Affiliations
  • (ACA) Alliance of Cambridge Advisors, a national network of fee-only personal financial advisors
  • American Institute of Certified Public Accountants (AICPA)
  • Financial Planning Association (FPA)
  • National Association of Personal Financial Advisors (NAPFA)
  • National Association of Tax Professionals (NATP)

Education & Experience
  • Owner, Vista Financial Planning, 2003 to Present
  • Bachelor of Science in Accounting, Elmhurst College
  • Licensed Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Illinois Registered Investment Advisor
  • 21 Years of State Taxation Experience