Klaudia Gryfik

CFP®

EP Wealth Advisors

Wealth Advisor

Klaudia Gryfik

CFP®

EP Wealth Advisors

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Klaudia Gryfik, CFP®

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Klaudia Gryfik is a Palatine, IL fee-only financial planner. EP Wealth Advisors provides comprehensive  financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Klaudia Gryfik is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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Klaudia Gryfik began working with Guidant Wealth Advisors in 2015, four years before the firm became part of the EP Wealth Advisors family. Klaudia collaborates closely with her team to address client needs, build financial plans, and implement investment strategies, while inspiring an atmosphere of trust and respect with her colleagues and clients. She completed her CERTIFIED FINANCIAL PLANNER™ professional accreditation several years after earning her degree in Business Administration, Finance at the University of Florida. Klaudia is committed to continuously broadening her knowledge by attending seminars on women and investing, exploring diversity in the workplace, and investigating new financial resources. In her spare time, Klaudia is a board member of the Windy City Gators Alumni Association, and enjoys Latin dancing, cycling, and cooking.

The EP Wealth Advisors Story In the 1990s, long-time best friends Derek Holman and Brian Parker were working in the financial services industry. But they felt like the industry was putting profits before people, and they believed there had to be a better way. That led the two friends to found EP Wealth Advisors, LLC, a company that is a fiduciary and advises clients in their best interest. Since then, the firm has added more than 25 advisors and 65 more employees to the cause of helping thousands of clients with their finances and investments.

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages over $15 Billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Klaudia Gryfik is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Klaudia Gryfik is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Klaudia Gryfik

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Office Locations:

  • 35 West Slade Street
    Palatine, IL 60067

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