Paula Pass, CFP®, ChFEBC
CEO and President
Leadership With Experience & Integrity
Paula Pass, CFP®, ChFEBC
Jessica Metso
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
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The opinions expressed and material provided here are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Arka̅gos Advisors, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.