Sponsor Spotlight - Randy Porzel of Private Vista

October 8, 2018

By Jill McCain

A best-in-class experience from a boutique firm specializing in your purpose and dreams, and a neighbor living in your backyard that’s committed to helping his clients experience their best life....this is wealth management EVOLVED.

At its core, PrivateVista is a wealth management and financial planning firm that is shaking up the industry. For Private Vista and Senior Advisor Randy Porzel, it’s so much more than investments; it’s about helping their clients find their “Private Vista” – their definition of an enriched and fulfilling life.

 

How do they do it? As you may expect, initially Randy will dig into each client’s financial resources to determine the current state of affairs. Then it gets interesting. Based on a proven methodology that’s anything but cookie cutter, each advisor leads a conversation with their clients about their passions, purpose, values and dreams. Armed with this information and backed by state-of-the-art performance-based software systems, Randy and team will insert the dollars and

cents to build a personalized portfolio of how to achieve those goals. Randy puts together recommendations and assesses long-term risk to offer options and an action plan to achieving a client’s personal goals.

 

But don’t expect the conversation to end there. Beyond a customized plan, clients can expect their partner at Private Vista to sit next to them and help guide the plan with as much individualized attention as they need. From strategizing next steps to dealing with issues as they come up, Randy sets up regular touch points with his clients. It’s not surprising that clients, when poled at the end of a year, almost always share that this process was not what they expected. It was so much more. 

 

 

As a trusted advisor, Randy fully grasps the weight of his role in protecting some of the most intimate details of his client’s lives. Randy will work through the details of everything from charitable giving and retirement planning to college savings, a loved one’s passing, and the birth of a new baby. “Most of the big life changes tie back to finances. Our clients lean on us emotionally and financially, and my role is to work through those transitions to build out an organized plan. There is a sense of calm when you create a plan in a world of chaos.”

 

From a very young age, Randy knew the value of hard work and dedication. Inspired by a neighbor that took him under his wing and introduced him to a partner at Private Vista, Randy went on to intern during college and eventually transfer to the University of Chicago to complete his Business Finance degree while working full-time with the company. Randy currently holds the title of Senior Advisor and is excited to play an instrumental role in succession planning to groom more great advisors and leaders in the company. 

 

One of the best parts of Randy’s job is to help clients understand the legacy they leave behind so that someone else can continue that mission. His Private Vista? To create a lasting Porzel family foundation dedicated to supporting children with visual disabilities

which his son and daughter could one day run.

 

 

At 13 years old, Randy was diagnosed with a very rare eye disease that presents no physical defect but erodes at the functionality of his eye. In school, without access to overhead projectors and boards, he was forced to become an audible learner and eventually moved to the neighborhood as it was close to the train. While it would be easy to focus on the disease, Randy instead has used it to fuel his passion for helping others. He serves on the Junior Board of the Chicago

Lighthouse, an organization dedicated to helping the blind, visually impaired, disabled and Veteran’s communities. He is also the Treasurer of the Darien Lions Club, an organization that focuses on the prevention and reversal of blindness and giving back to the community. Randy is helping the club to create a portfolio in his current position managing the finances. He will work through a progression of roles, leading up to becoming president in 2021. 

 

Randy and his wife, Jennifer, live in Forest Hills with their two children, Matthew (3) and Brooklyn (newborn). His favorite thing about living in the neighborhood is the sense of community. “The people make the neighborhood and we trust our friends and neighbors like family,” Porzel says. In his free time, Randy enjoys golf, paddle tennis, traveling with family and sitting outside at the fire pit with friends.

 

Based on your expertise, what advice can you offer the residents of Forest Hills? 

Know your "why" and what you are working toward. You need goals. Have a plan and know your cash flow. It’s so important to have a good relationship with your advisor. If you don’t feel connected, look for someone new. 

 

If you are looking for a personalized game plan that will align your core purpose and dreams with a roadmap to success, give Randy a call!

 

Randy Porzel

Senior Advisor - Private Vista

Chicago & Oakbrook offices

rporzel@myprivatevista.com

312.831.4420

A best-in-class experi-
ence from a boutique
firm specializing in your
purpose and dreams,
and a neighbor living
in your backyard that’s
committed to helping his
clients experience their
best life....this is wealth
management EVOLVED
A best-in-class experi-
ence from a boutique
firm specializing in your
purpose and dreams,
and a neighbor living
in your backyard that’s
committed to helping his
clients experience their
best life....this is wealth
management EVOLVED.
At its core, Private
Vista is a wealth man-
agement and financial
planning firm that is
shaking up the industry.
For Private Vista and
Senior Advisor Randy
Porzel, it’s so much
more than investments;
it’s about helping their
clients find their “Pri-
vate Vista” – their defi-
nition of an enriched
and fulfilling life.
How do they do it?
As you may expect,
initially Randy will
dig into each client’s
financial resources to
determine the current
state of affairs. Then it
gets interesting. Based
on a proven method-
ology that’s anything
but cookie cutter, each
advisor leads a conver-
sation with their clients
about their passions,
purpose, values and
dreams. Armed with
this information and
backed by state-of-the-
art performance-based
software systems,
Randy and team will
insert the dollars and
cents to build a person-
alized portfolio of how
to achieve those goals.
Randy puts together
recommendations and
assesses long-term risk
to offer options and an
action plan to achieving
a client’s personal goals.
But don’t expect the
conversation to end
there. Beyond a custom-
ized plan, clients can
expect their partner at
Private Vista to sit next
to them and help guide
the plan with as much
individualized atten-
tion as they need. From
strategizing next steps
to dealing with issues
as they come up, Randy
sets up regular toch
points with his clients.
It’s not surprising that
clients, when poled at
the end of a year, al-
most always share that
this process was not
what they expected. It
was so much more.
As a trusted advisor, Randy fully grasps the weight
of his role in protecting some of the most intimate
details of his client’s lives. Randy will work through
the details of everything from charitable giving
and retirement planning to college savings, a loved
one’s passing, and the birth of a new baby. “Most of
the big life changes tie back to finances. Our clients
lean on us emotionally and financially, and my role
is to work through those transitions to build out an
organized plan. There is a sense of calm when you
create a plan in a world of chaos.”
From a very young age, Randy knew the value of
hard work and dedication. Inspired by a neighbor
that took him under his wing and introduced him to
a partner at Private Vista, Randy went on to intern
during college and eventually transfer to the Uni-
versity of Chicago to complete his Business Finance
degree while working full-time with the company.
Randy currently holds the title of Senior Advisor
and is excited to play an instrumental role in suc-
cession planning to groom more great advisors and
leaders in the company.
One of the best parts of Randy’s job is to help
clients understand the legacy they leave behind so
that someone else can continue that mission. His
Private Vista? To create a lasting
Porzel family foundation dedicated to
supporting children with visual dis
-
abilities which his son and daughter
could one day run.
At 13 years old, Randy was diagnosed
with a very rare eye disease that pres
-
ents no physical defect but erodes at
the functionality of his eye. In school,
without access to overhead projectors
and boards, he was forced to become
an audible learner and eventually
moved to the neighborhood as it was
close to the train. While it would be
easy to focus on the disease, Randy
instead has used it to
fuel his passion for
helping others. He
serves on the Junior
Board of the Chicago
Lighthouse, an organi-
zation dedicated to
helping the blind,
visually impaired,
disabled and Veteran’s
communities. He is
also the Treasurer of the Darien
Lions Club, an organization that
focuses on the prevention and
reversal of blindness and giving
back to the community. Randy
is helping the club to create a
portfolio in his current position
managing the finances. He will
work through a progression of
roles, leading up to becoming
president in 2021.
Randy and his wife, Jennifer,
live in Forest Hills with their
two children, Matthew (3) and
Brooklyn (newborn). His fa-
vorite thing about living in the
neighborhood is the sense of
community. “The people make
the neighborhood and we trust
our friends and neighbors like
family,” Porzel says. In his free
time, Randy enjoys golf, paddle
tennis, traveling with family
and sitting outside at the fire
pit with friends.
Based on your expertise, what
advice can you offer the residents of
Forest Hills?
Know your “why” and
what you are working toward. You
need goals.
Have a plan and know your cash flow.
It’s so important to have a good
relationship with your advisor. If you
don’t feel connected, look for some-
one new.
If you are looking for a personalized
game plan that will align your core
purpose and dreams with a roadmap
to success, give Randy a call!
Randy Porzel
Senior Advisor - Private Vista
Chicago & Oakbrook offices
rporzel@myprivatevista.com
312.831.4420
By: Jill McCain
A best-in-class experi-
ence from a boutique
firm specializing in your
purpose and dreams,
and a neighbor living
in your backyard that’s
committed to helping his
clients experience their
best life....this is wealth
management EVOLVED.
At its core, Private
Vista is a wealth man-
agement and financial
planning firm that is
shaking up the industry.
For Private Vista and
Senior Advisor Randy
Porzel, it’s so much
more than investments;
it’s about helping their
clients find their “Pri-
vate Vista” – their defi-
nition of an enriched
and fulfilling life.
How do they do it?
As you may expect,
initially Randy will
dig into each client’s
financial resources to
determine the current
state of affairs. Then it
gets interesting. Based
on a proven method-
ology that’s anything
but cookie cutter, each
advisor leads a conver-
sation with their clients
about their passions,
purpose, values and
dreams. Armed with
this information and
backed by state-of-the-
art performance-based
software systems,
Randy and team will
insert the dollars and
cents to build a person-
alized portfolio of how
to achieve those goals.
Randy puts together
recommendations and
assesses long-term risk
to offer options and an
action plan to achieving
a client’s personal goals.
But don’t expect the
conversation to end
there. Beyond a custom-
ized plan, clients can
expect their partner at
Private Vista to sit next
to them and help guide
the plan with as much
individualized atten-
tion as they need. From
strategizing next steps
to dealing with issues
as they come up, Randy
sets up regular tou
 
chwith his clients.
It’s not surprising that
clients, when poled at
the end of a year, al-
most always share that
this process was not
what they expected. It
was so much more.
As a trusted advisor, Randy fully grasps the weight
of his role in protecting some of the most intimate
details of his client’s lives. Randy will work through
the details of everything from charitable giving
and retirement planning to college savings, a loved
one’s passing, and the birth of a new baby. “Most of
the big life changes tie back to finances. Our clients
lean on us emotionally and financially, and my role
is to work through those transitions to build out an
organized plan. There is a sense of calm when you
create a plan in a world of chaos.”
From a very young age, Randy knew the value of
hard work and dedication. Inspired by a neighbor
that took him under his wing and introduced him to
a partner at Private Vista, Randy went on to intern
during college and eventually transfer to the Uni-
versity of Chicago to complete his Business while working full-time with the company.
Randy currently holds the title of Senior Advisor
and is excited to play an instrumental role in suc-
cession planning to groom more great advisors and
leaders in the company.
One of the best parts of Randy’s job is to help
clients understand the legacy they leave behind so
that someone else can continue that mission. His
Private Vista? To create a lasting
Porzel family foundation dedicated to
supporting children with visual dis
-
abilities which his son and daughter
could one day run.
At 13 years old, Randy was diagnosed
with a very rare eye disease that pres
-
ents no physical defect but erodes at
the functionality of his eye. In school,
without access to overhead projectors
and boards, he was forced to become
an audible learner and eventually
moved to the neighborhood as it was
close to the train. While it would be
easy to focus on the disease, Randy
instead has used it to
fuel his passion for
helping others. He
serves on the Junior
Board of the Chicago
Lighthouse, an organi-
zation dedicated to
helping the blind,
visually impaired,
disabled and Veteran’s
communities. He is
also the Treasurer of the Darien
Lions Club, an organization that
focuses on the prevention and
reversal of blindness and giving
back to the community. Randy
is helping the club to create a
portfolio in his current position
managing the finances. He will
work through a progression of
roles, leading up to becoming
president in 2021.
Randy and his wife, Jennifer,
live in Forest Hills with their
two children, Matthew (3) and
Brooklyn (newborn). His fa-
vorite thing about living in the
neighborhood is the sense of
community. “The people make
the neighborhood and we trust
our friends and neighbors like
family,” Porzel says. In his free
time, Randy enjoys golf, paddle
tennis, traveling with family
and sitting outside at the fire
pit with friends.
Based on your expertise, what
advice can you offer the residents of
Forest Hills?
Know your “why” and
what you are working toward. You
need goals.
Have a plan and know your cash flow.
It’s so important to have a good
relationship with your advisor. If you
don’t feel connected, look for some-
one new.
If you are looking for a personalized
game plan that will align your core
purpose and dreams with a roadmap
to success, give Randy a call!
A best-in-class experi-
ence from a boutique
firm specializing in your
purpose and dreams,
and a neighbor living
in your backyard that’s
committed to helping his
clients experience their
best life....this is wealth
management EVOLVED.
At its core, Private
Vista is a wealth man-
agement and financial
planning firm that is
shaking up the industry.
For Private Vista and
Senior Advisor Randy
Porzel, it’s so much
more than investments;
it’s about helping their
clients find their “Pri-
vate Vista” – their defi-
nition of an enriched
and fulfilling life.
How do they do it?
As you may expect,
initially Randy will
dig into each client’s
financial resources to
determine the current
state of affairs. Then it
gets interesting. Based
on a proven method-
ology that’s anything
but cookie cutter, each
advisor leads a conver-
sation with their clients
about their passions,
purpose, values and
dreams. Armed with
this information and
backed by state-of-the-
art performance-based
software systems,
Randy and team will
insert the dollars and
cents to build a person-
alized portfolio of how
to achieve those goals.
Randy puts together
recommendations and
assesses long-term risk
to offer options and an
action plan to achieving
a client’s personal goals.
But don’t expect the
conversation to end
there. Beyond a custom-
ized plan, clients can
expect their partner at
Private Vista to sit next
to them and help guide
the plan with as much
individualized atten-
tion as they need. From
strategizing next steps
to dealing with issues
as they come up, Randy
sets up regular tou
with his clients.
It’s not surprising that
clients, when poled at
the end of a year, al-
most always share that
this process was not
what they expected. It
was so much more.
As a trusted advisor, Randy fully grasps the weight
of his role in protecting some of the most intimate
details of his client’s lives. Randy will work through
the details of everything from charitable giving
and retirement planning to college savings, a loved
one’s passing, and the birth of a new baby. “Most of
the big life changes tie back to finances. Our clients
lean on us emotionally and financially, and my role
is to work through those transitions to build out an
organized plan. There is a sense of calm when you
create a plan in a world of chaos.”
From a very young age, Randy knew the value of
hard work and dedication. Inspired by a neighbor
that took him under his wing and introduced him to
a partner at Private Vista, Randy went on to intern
during college and eventually transfer to the Uni-
versity of Chicago to complete his Business Fin
deee while working full-time with the company.
Randy currently holds the title of Senior Advisor
and is excited to play an instrumental role in suc-
cession planning to groom more great advisors and
leaders in the company.
One of the best parts of Randy’s job is to help
clients understand the legacy they leave behind so
that someone else can continue that mission. His
Private Vista? To create a lasting
Porzel family foundation dedicated to
supporting children with visual dis
-
abilities which his son and daughter
could one day run.
At 13 years old, Randy was diagnosed
with a very rare eye disease that pres
-
ents no physical defect but erodes at
the functionality of his eye. In school,
without access to overhead projectors
and boards, he was forced to become
an audible learner and eventually
moved to the neighborhood as it was
close to the train. While it would be
easy to focus on the disease, Randy
instead has used it to
fuel his passion for
helping others. He
serves on the Junior
Board of the Chicago
Lighthouse, an organi-
zation dedicated to
helping the blind,
visually impaired,
disabled and Veteran’s
communities. He is
also the Treasurer of the Darien
Lions Club, an organization that
focuses on the prevention and
reversal of blindness and giving
back to the community. Randy
is helping the club to create a
portfolio in his current position
managing the finances. He will
work through a progression of
roles, leading up to becoming
president in 2021.
Randy and his wife, Jennifer,
live in Forest Hills with their
two children, Matthew (3) and
Brooklyn (newborn). His fa-
vorite thing about living in the
neighborhood is the sense of
community. “The people make
the neighborhood and we trust
our friends and neighbors like
family,” Porzel says. In his free
time, Randy enjoys golf, paddle
tennis, traveling with family
and sitting outside at the fire
pit with friends.
Based on your expertise, what
advice can you offer the residents of
Forest Hills?
Know your “why” and
what you are working toward. You
need goals.
Have a plan and know your cash flow.
It’s so important to have a good
relationship with your advisor. If you
don’t feel connected, look for some-
one new.
If you are looking for a personalized
game plan that will align your core
purpose and dreams with a roadmap
to success, give Randy a call!

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