Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lipcius is a financial advisor with PracticeCFO Investments, registered with the state of California. Paul holds a Series 65 license and is currently active in the industry. Paul has a background in accounting and financial consulting, having worked at firms such as RSM US LLP and PricewaterhouseCoopers before joining PracticeCFO Investments. Paul's focus at PracticeCFO Investments is on providing investment advisory services, including financial planning and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
06/29/2016 - Present
Practicecfo Investments (SAN DIEGO CA)
IA
Issued 06/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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