Paula Pass, CFP, Arkagos Advisors

Paula Pass, CFP®
CEO and President

Jessica Metso

Jessica Metso
Director of Operations

Our Philosopy

To represent the interests of all clients in a fiduciary capacity at all times in a sincere and respectful manner. To be intent on listening to the client in order to gain the fullest understanding of their wants and needs. To operate within the financial services industry with the highest level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP® Board’s Code of Ethics.

“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.”

– Steve Jobs

CFP® Experience

CFP® Professionals must master nearly 100 integrated financial planning topics, including:

  • Investment planning
  • Tax planning
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Financial management
Investment advisory services offered through Arkāgos Advisors and Asset Management, Inc.(Arkāgos Advisors), a registered investment advisor. Insurance products are not offered through Arkāgos Advisors but are offered and sold as an outside business activity by licensed and appointed agents. There is no guarantee that any investment program or account will be profitable or will not incur loss. Security values may fluctuate, and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not indicative of future results.
Copyright © 2023 Arkagos Advisors and Asset Management, Inc. | Privacy Policy | ADV Brochure