Paula Pass, CFP®
CEO and President
Paula founded Arkāgos Advisors to help people prepare for retirement and financially re-calibrate during major life events such as divorce or the loss of a spouse. By delivering straightforward financial advice instead of selling investment products, Paula provides a slate of professional services to her clients with clarity.
Her mission is to deliver transparent and client-centered financial planning services, with investment management advisement, that are free from conflicts of interest. She serves the needs of clients first.
As a long-time resident of Alexandria, she works and lives in the neighborhood. She also travels frequently and meets with clients who live throughout the United States.
Paula’s expertise allows her to provide a higher level of customized counsel to a variety of clients as compared with a standard financial advisor. Her sub-specialties are tax planning and private equity investments.
Paula is a graduate of the University of Georgia and completed her Financial Planning Capstone Course at Georgetown University, School of Continuing Education. Additionally, she gained her Six Sigma certification through Emory University.
She is a native of Atlanta, Georgia and now calls Alexandria her home. She attends North Point Community Church. As a strong advocate of women’s access to faith, financial education, basic security and emotional support in caring for families during times of crisis, she contributes to Heart for Lebanon, The Market Project, and The C4 Foundation.