Paul Brown, CFP<sup>&reg;</sup> - Financial Advisor

Paul Brown, CFP®

CRPC

Senior Wealth Advisor

4777 Sharon Rd Ste 540
Charlotte, NC 28211
FINANCIAL ADVISOR'S WEBSITE
(704) 912-5088 CONNECT WITH Paul
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General

Paul Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

In November 2017, I left a successful practice at a large national, bank owned brokerage firm to build something different- an independent, boutique firm that would put people and their passions, before investment products and company goals. From this vision, Connected-Wealth was born and continues to thrive! Outside the office, I serve as a mentor and math tutor to students at Rama Road Elementary through Heart Math, a Charlotte based non-profit. In addition, I regularly co-lead and teach a small group of adorable 3-5 years old at City Church Charlotte. As a former college athlete, I still love to venture out to the track or trails to run and have also been known to be highly competitive in family games of Monopoly!

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Financial Advisor Experience

I graduated with honors from the University of Michigan with a BA in Communications. After working in the film industry, I began my career in finance, becoming fully licensed in securities and insurance. To further my abilities as a practitioner, I obtained the CERTIFIED FINANICAL PLANNER™ designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Connected Wealth Management is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources