Paula de Vos is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Synergist Wealth Advisors, LLC in Carmel, CA and the surrounding communities.
Synergist Wealth Advisors LLC provides integrated financial strategies to individuals, executives, institutions and families. The firm works on a fee-only or retained basis to deliver objective advice and custom solutions to help integrate and simplify the financial lives of our clients. Synergist Wealth Advisors LLC is a Registered Investment Advisor and does not sell products or receive sales commissions of any kind. Our allegiance is to clients. We serve clients as a dedicated advocate using an objective and consistent process, highly personalized services and a team approach to bring resources from the entire spectrum of the financial services industry.
Wealth Management Services provide planning and investment consulting and can encompass:
Paula de Vos founded Catalyst Wealth Management LLC and its advisory division, Synergist Wealth Advisors LLC. Her career has included positions in private portfolio management and financial planning with independent advisory firms and she has over 20 years experience in management and finance. She has managed complex family and entrepreneur relationships for Chase Manhattan and JP Morgan Private Banks and has served as Wealth Management Specialist and Vice President with Wells Fargo's Private Client Group.
Ms. de Vos holds a BA in Economics from the University of California-Berkeley, an MBA in Finance from the University of San Francisco & securities industry licenses. She has served as a guest speaker for the Financial Planning Association Regional Conference and expert consultant in financial industry matters. She is an active member of the Financial Planning Association, contributor to the Journal of Financial Planning and serves on several boards.
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