
Paula Pass, CFP®, ChFEBC
CEO and President

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.
– Steve Jobs
CFP® Professionals must master nearly 100 integrated financial planning topics, including:
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Investment advisory services offered through Arka̅gos Advisors + Asset Management, Inc., a Registered Investment Advisor. Insurance products are offered and sold through individually licensed and appointed agents that are separate from Arka̅gos Advisors + Asset Management, Inc.