Paula  Pass,  CFP<sup>&reg;</sup> - Financial Advisor

Paula Pass, CFP®

President + CEO

Arkagos Advisors + Asset Management

218 N Lee Street, Suite 316
Alexandria, VA 22314
FINANCIAL ADVISOR'S WEBSITE
(703) 535-5921 CONNECT WITH Paula
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General

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.

Financial Advisor Overview

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.

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Financial Advisor Experience

Paula’s CFP® designation means she has an excellent command of numerous integrated financial planning topics, including:

• Investment Planning
• Tax Planning
• Retirement Planning
• Estate Planning
• Insurance Planning
• Financial Management

It 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: VA
  • Fixed annuities: VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment advisory services offered through Arkagos Advisors and Asset Management, Inc.(Arkagos Advisors), a registered investment advisor. Insurance products are not offered through Arkagos Advisors but are offered and sold as an outside business activity by licensed and appointed agents.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources