Paul L. Casazza
Partner, DWA; Financial Advisor, RJFS
paul.casazza@dashwa.com

Paul Casazza

When it comes to serving, Paul has quite a record. As a Marine Corps Infantry platoon sergeant, he received various awards during his time in service to his country. As an active member – and former commandant – of the DuPage County Marine Corps League, Paul annually helps coordinate and run the DuPage County Toys-for-Tots. In 2012, the campaign collected more than 89,000 toys for the area’s neediest children.

When he entered the financial service industry as a financial advisor at A.G. Edwards in 2006, Paul brought this same spirit of service with him. Later, in 2007, he moved to Morgan Stanley where he and Scott formalized their partnership to better serve their clients. However, because Paul always wanted to do more for his clients, he eventually chose to go independent in 2013 and with Scott, started their own firm, Dashboard Wealth Advisors, LLC.

Paul finds that many clients come from a similar situation – they don’t have a well-thought-out plan of what they want to do when they retire, how much it will cost or, much less, how to achieve it. He enjoys working with them to paint a clear picture of their vision of the future and then work out an actionable plan to help them pursue it.

After his USMC service, Paul immediately enrolled in the University of Illinois, Chicago, and earned a Bachelor of Finance degree. Through his Veteran/USMC-related volunteer work, he met his wife, Michelle. Along with their three children and various dogs – yes, various, because of Michelle’s foster pet responsibilities – the family lives in the far west suburbs. A native of Illinois, Paul is a Bears football fan but a St. Louis Cardinals baseball guy.

1520 Kensington Road, Suite 107 // Oak Brook, IL 60523 // 630.203.3104 // FAX: 630.203.3102