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Paul Hojnicki is a financial advisor with CIBC Private Wealth Advisors, Inc. Paul has been in the financial industry since 1996. Paul is a Chartered Financial Analyst and holds the Series 3 and SIE licenses. Paul has been with CIBC Private Wealth since October 2022. Prior to that, Paul worked at Wells Fargo Private Bank for 15 years. Paul's primary office is located at 100 St. Paul Street, Suite 700 in Denver, Colorado. Paul specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Paul is a Registered Investment Advisor in the state of Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
03/19/2023 - Present
Cibc Private Wealth Advisors, Inc. (Denver CO)
BC
Issued 04/06/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1996
Series 3 - National Commodity Futures Examination
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Inactive
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