Sheila P. Padden, Cpa, Cfp®, Rlp®
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Sheila P. Padden, Cpa, Cfp®, Rlp® Email & Phone Number

Founder and Fee-Only Financial Planner at Padden Financial Planning
Location: Greater Chicago Area, United States 8 work roles 3 schools
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Current company
Role
Founder and Fee-Only Financial Planner
Location
Greater Chicago Area, United States

Who is Sheila P. Padden, Cpa, Cfp®, Rlp®? Overview

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Quick answer

Sheila P. Padden, Cpa, Cfp®, Rlp® is listed as Founder and Fee-Only Financial Planner at Padden Financial Planning, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Sheila P. Padden, Cpa, Cfp®, Rlp®.

Sheila P. Padden, Cpa, Cfp®, Rlp® previously worked as Founder & Fee-Only Financial Planner at Padden Financial Planning and Certified Public Accountant at Sheila Padden Cpa. Sheila P. Padden, Cpa, Cfp®, Rlp® holds Bachelor Of Business Administration - Bba, Accountancy, Honors from University Of Notre Dame.

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Padden Financial Planning

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Profile bio

About Sheila P. Padden, Cpa, Cfp®, Rlp®

Sheila founded Padden Financial Planning, based in Chicago, to provide comprehensive, fee-only financial planning for individuals and families. Focused on the big picture, Sheila puts the pieces of the puzzle together to define goals, optimize investments, minimize taxes, and create a roadmap for reaching goals and financial independence. As a fee-only fiduciary, Sheila accepts no commissions or referral fees - ever. As a CPA for over 25 years, Sheila brings a long history of integrity, quality and value to her practice. Sheila is a Certified Financial Planner™ professional and a NAPFA-Registered Financial Advisor, as well as a member of the Alliance of Comprehensive Planners (ACP) and Financial Planning Association (FPA). Sheila is also a member of the American Institute of CPAs and its Personal Financial Planning Section. Sheila was drawn to personal financial planning through her work with small business owners and through strategic planning work. Also, in her personal life, Sheila managed the family finances and became frustrated that their advisors did not have the big picture.After completing Northwestern University's CFP Program and passing the rigorous CFP Exam, Sheila knew that she would re-focus her career on Personal Financial Planning. At the NAPFA conference in Chicago, Sheila learned about fee-only practice models, met amazing fee-only advisors, and felt relieved that she could continue working as a trusted advisor and not sell commission-laded products.Sheila graduated with Honors from the University of Notre Dame and holds a Bachelor's of Business Administration in Accountancy. Sheila is actively involved in Notre Dame Women Connect where she is national chair, and in the Center for Economic Progress where she is a tax preparer for low-income families.Favorite activities include: tennis, golf, reading and spending time with family and friends. Sheila has been married to Mike for over 25 years and they have 4 amazing children together.

Listed skills include Estate Planning, Cash Flow Analysis, Fiduciary, Portfolio Optimization, and 46 others.

Current workplace

Sheila P. Padden, Cpa, Cfp®, Rlp®'s current company

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Padden Financial Planning
Padden Financial Planning
Founder and Fee-Only Financial Planner
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8 roles · 49 years

Sheila P. Padden, Cpa, Cfp®, Rlp® work experience

A career timeline built from the work history available for this profile.

Founder & Fee-Only Financial Planner

Greater Chicago Area

Sheila Padden provides holistic financial planning as a process, not an event. We focus on your goals, integrate all areas of your financial life, recognize how your beliefs and attitudes impact the financial decisions you make, and make adjustments as your circumstances change. Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals. Your financial plan will include insurance review, estate planning review, tax planning and preparation, investment allocation and implementation, retirement planning, cash flow planning, education funding, small business planning, and on-going consultation. Learn more at https://paddenfinancial.com

Certified Public Accountant

Sheila Padden Cpa

Greater Chicago Area

Provided a wide variety of financial services including financial reporting, financial planning, and strategic planning

1999 - 2013 ~14 yrs

Cfo

Sweet Lies Golf

Greater Chicago Area

Directed all financial aspects of the business, including, cash flow, profit/loss, inventory, supply chain, and strategic planning. Sweet Lies Golf was a privately owned small manufacturer of high-end golf apparel for women.

2005 - 2009 ~4 yrs

Consultant

Greater Chicago Area

Directed the accounting for the disposition of a $1 billion segment of a Fortune 500 Company

2000 - 2001 ~1 yr

Manager

Greater Chicago Area

Audit manager in the health services industry.

1999 - 2000 ~1 yr

Manager

Greater Chicago Area

Audit manager in the financial services industry directing all aspects of audits. Authored quarterly newsletter for bank clients. Wrote in-house training materials for banking industry and taught at national conferences.

1982 - 1990 ~8 yrs

Supervisor

Pwc

Fort Lauderdale, Florida

Audit supervisor in the financial services industry specializing in banks, savings & loan associations and commodity brokers and dealers.

1978 - 1982 ~4 yrs
3 education records

Sheila P. Padden, Cpa, Cfp®, Rlp® education

Bachelor Of Business Administration - Bba, Accountancy, Honors

Activities and Societies: Beta Alpha Psi

FAQ

Frequently asked questions about Sheila P. Padden, Cpa, Cfp®, Rlp®

Quick answers generated from the profile data available on this page.

What company does Sheila P. Padden, Cpa, Cfp®, Rlp® work for?

Sheila P. Padden, Cpa, Cfp®, Rlp® works for Padden Financial Planning.

What is Sheila P. Padden, Cpa, Cfp®, Rlp®'s role at Padden Financial Planning?

Sheila P. Padden, Cpa, Cfp®, Rlp® is listed as Founder and Fee-Only Financial Planner at Padden Financial Planning.

Where is Sheila P. Padden, Cpa, Cfp®, Rlp® based?

Sheila P. Padden, Cpa, Cfp®, Rlp® is based in Greater Chicago Area, United States while working with Padden Financial Planning.

What companies has Sheila P. Padden, Cpa, Cfp®, Rlp® worked for?

Sheila P. Padden, Cpa, Cfp®, Rlp® has worked for Padden Financial Planning, Sheila Padden Cpa, Sweet Lies Golf, Two Degrees, and Ernst & Young.

How can I contact Sheila P. Padden, Cpa, Cfp®, Rlp®?

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What schools did Sheila P. Padden, Cpa, Cfp®, Rlp® attend?

Sheila P. Padden, Cpa, Cfp®, Rlp® holds Bachelor Of Business Administration - Bba, Accountancy, Honors from University Of Notre Dame.

What skills is Sheila P. Padden, Cpa, Cfp®, Rlp® known for?

Sheila P. Padden, Cpa, Cfp®, Rlp® is listed with skills including Estate Planning, Cash Flow Analysis, Fiduciary, Portfolio Optimization, Investment Allocation, Accounting, Personal Tax Planning, and Cash Flow.

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