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

Paul Monax, CFP®

Agile Wealth LLC

7075 S Garrison St
Littleton, CO 80128-8028
(720) 722-3671 CONNECT WITH Paul
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Paul Monax is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Agile Wealth LLC in Littleton, CO and the surrounding communities.

Financial Advisor Overview

Are you a Software Engineer or Techie looking for an advisor that gets the level of detail you want? ** Do you have Career or Equity Comp questions? ** Are you wondering how all the pieces of your life fit & work together? ** Are you looking for a personalized, responsive, and customized financial planning experience? ** Do you have (or want) a Side-Hustle or Startup?


Financial Advisor Experience

Agile Wealth is the culmination of a number of aspects of my life all coming together to help you Software Engineers & Techies plan for all the financial aspects of your lives from Today thru the Future. ** I was a software engineer for 20+ years and moved into consulting work after the first couple of years of my career working for a couple of boutique firms and then as a solo. ** My 2nd career in Personal Finance took a similar path, starting out working for someone else to learn the ropes for 7 years before launching my own firm. ** Because of my personal experiences and the fact that I know the language and thinking processes of software engineers, I have focused my practice on helping software geeks & techies build your own financial lives and bridge the transition from Today into the Future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Employee Benefits, Getting Married, Job Loss, Retirement, Starting a Family, Sudden Wealth


Helpful Financial Planning Resources