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Caroline Schaffer, CFP ®

Assistant Vice President

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View Caroline Schaffer, CFP ®'s Bio

Caroline Schaffer, CFP ®

Caroline joined Schaffer Private Wealth Group in 2022. Since joining the team, she has focused on expanding her knowledge of investment planning and actively working with clients to help keep their financial needs and goals on track. Caroline has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. The CFP® certification is one of the most respected credentials in financial planning.

Bringing a fresh perspective and an unwavering commitment to elite client services, Caroline focuses on providing clients with consistent, high-quality service by building deep personal relationships. By truly understanding each client’s unique life goals and taking the time to uncover a client’s unique values, long-term goals, and family dynamics, she works with the team to craft the path needed to get there.

Caroline graduated from High Point University in 2022 with a B.S.B.A in Accounting. She has holds her FINRA Series 7 and 66 registrations.

IL Insurance Number: 21022087. Resident State IL.

Assistant Vice President

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linkedin.com/in/caroline-schaffer-880388333

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Schaffer Private Wealth Group

500 Lake Cook Road
Suite 125
Deerfield, IL 60015

(847) 572-4365
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