Paula Pass, CFP®
CEO and President
CEO and President Paula Pass, CFP®, founded Arkāgos Advisors, Inc. to help people effectively prepare for retirement, not push product. By delivering straightforward financial advice instead of selling investment products, Paula is able to provide undivided loyalty to her clients. Her mission is to deliver transparent and goals-based financial planning services along with investment management that is free from conflicts of interest. She serves the needs of her clients first and foremost.
Previously, she served as the Director of Operations for a wealth preservation and distribution firm in Atlanta and a financial advisor with Wells Fargo Advisors in the Washington, D.C.-area. Paula built a reputation on being fully committed to the needs of clients, the integrity of her service, and being transparent at all times.
Paula’s unique philosophy allows her to provide customized counsel to women who are seeking sound financial guidance without the hassle of something being sold to them. She is committed to helping all women achieve financial confidence and supports WISER – Women’s Institute for A Secure Retirement.
Paula received her bachelor’s degree in political science with an emphasis on economics from the University of Georgia. She completed her Financial Planning Capstone Course at Georgetown University, School of Continuing Education and gained her Six Sigma certification through Emory University. She is a native of Atlanta, Georgia and resides in Alexandria, Virginia. She attends North Point Community Church and supports both Heart for Lebanon https://heartforlebanon.org/ and The Market Project https://marketproject.org/ .
Additionally, she is an alumna of Chi Omega and an active member of the FPA, Capital Chapter.
She has three adult children and enjoys swimming, cycling, and politics.