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Brian P

Series 63, Series 65

Chicago, IL

Padden Financial Planning LLC

Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.

General retirement planning Income planning General tax planning Cash flow / budgeting Charitable giving & philanthropy
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Sheila P

CFP®, PFS™

Chicago, IL

Padden Financial Planning LLC

Sheila Padden is a CFP® and PFS™ credentialed advisor with 13 years of experience at Padden Financial Planning LLC and over 27 years as a CPA. She has led her firm since 2013, providing financial planning services from Chicago, IL. Padden Financial Planning LLC is a fee-only advisory firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning with an investment approach focused on disciplined asset allocation, global diversification, and managing volatility through mutual funds, ETFs, and passive index funds.

General retirement planning Income planning General tax planning Cash flow / budgeting Charitable giving & philanthropy
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