Paula Pass is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arkagos Advisors + Asset Management in Alexandria, VA and the surrounding communities.
Paula Pass is CEO and President of Arkagos Advisors, Inc., and she is a Certified Financial Professional (CFP® ). She founded Arkagos on the principle of helping people, not pushing product. By delivering straightforward financial advice instead of selling investment products, Paula is able to give undivided loyalty to her clients. Her mission is to provide transparent, goal-oriented financial planning as well as asset management services that serve the needs of her clients first.
Paula’s CFP® designation means she has an excellent command of numerous integrated financial planning topics, including:
• Investment PlanningIt also means she is held to the highest code of ethics when it comes to her professional and ethical responsibilities to her clients. Because she is continually educating herself in order to better serve her clients, Paula is currently working on obtaining her Masters’ degree in Accounting to obtain her CPA license. She received her bachelor’s degree in political science with an emphasis on economics from the University of Georgia and completed her Financial Planning Capstone Course at Georgetown University, School of Continuing Education. She gained her Six Sigma certification through Emory University.
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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