Years of Experience
5-20+ Years
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Paul Francis Chamberlin has been in the financial industry since 1994, serving clients in California. Paul is currently registered with the state of California as an Investment Advisor Representative (IAR) for Chamberlin Asset Management, a firm based in San Diego, California. Paul has also been registered with LPL Financial LLC, Prudential Securities Incorporated and A. G. Edwards & Sons, Inc. Paul's areas of expertise include portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
BEVERLY HILLS, CA
40 Years Experience
2 Disclosures
ADVISOR BIO
Paul Wishingrad is a financial advisor with UBS Financial Services Inc. in Beverly Hills, California. Paul has been in the industry since 1984 and has experience in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul has been registered with FINRA since 1984 and is a licensed investment advisor in California. He is also registered as a Series 7, Series 3, and Series 63 representative. He is a graduate of the University of Southern California. Paul is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
SAN JOSE, CA
40 Years Experience
0 Disclosures
ADVISOR BIO
Paul Alan Podrid is a financial advisor with over 39 years of experience in the industry. Paul is a Certified Financial Planner® professional and currently works at Osaic Wealth, Inc. Paul is registered with the state of California as a Registered Investment Advisor and a Broker-Dealer. Paul also has a Series 65, Series 63, Series 51, Series 24, Series 7, and Series 22. Paul has been in the financial services industry since 1984.
SPECIALIZATIONS
IRVINE, CA
22 Years Experience
1 Disclosures
ADVISOR BIO
Paula Jane Hart is a financial advisor with over 20 years of experience in the industry. Paula has worked for several prominent firms including Morgan Stanley, Merrill Lynch, and Wells Fargo Advisors. Paula is currently registered with LPL Financial LLC in California and Texas. Paula has a strong background in investments, financial planning, and portfolio management. Paula specializes in helping individuals and families with their financial goals. Paula is a dedicated and experienced professional who is committed to providing her clients with the highest level of service.
SPECIALIZATIONS
Los Angeles, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Paula Bai is a financial advisor with Morgan Stanley. Paula is a licensed registered representative and investment advisor. Paula has been in the securities industry since 2015 and holds a Series 66, Series 7, Series 9, and Series 10 licenses. Paula previously worked at RBC Capital Markets, LLC.
SPECIALIZATIONS
SAN JOSE, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Paula Allen is a financial advisor with over 16 years of experience in the financial services industry. Paula is currently registered with LPL Financial LLC and has previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Paula holds Series 6, 63, 65, and 26 licenses. Paula offers a range of financial services, including financial planning, portfolio management, and consulting. Paula has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals.
SPECIALIZATIONS
LODI, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Paula Ellen Benjestorf is a registered representative with LPL Financial LLC. Paula has been in the financial services industry since 2014. Paula has Series 7, 63 and 66 securities licenses and is registered in multiple states. Prior to joining LPL Financial LLC, Paula was a registered representative with RAYMOND JAMES FINANCIAL SERVICES, INC. Paula's experience includes working with high-net-worth individuals, corporations, and retirement plans. Paula's specializations include financial planning, portfolio management, and investment consulting.
SPECIALIZATIONS
WALNUT CREEK, CA
12 Years Experience
1 Disclosures
ADVISOR BIO
Paula Nogueira Best is a financial advisor with over 9 years of experience in the industry. Paula is currently registered with UBS Financial Services Inc. and is a Certified Financial Planner. Paula has been active in the financial services industry since 2013 and has previously held positions at FIRST REPUBLIC SECURITIES COMPANY, LLC and M HOLDINGS SECURITIES, INC. Paula has a wide range of experience, including portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
SPECIALIZATIONS
CAMPBELL, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Paula Thielen is a financial advisor with Avantax Advisory Services and has been in the industry since September 12, 2007. Paula holds a Series 66 and a Series 7 license. Paula Thielen provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Paula also provides educational seminars and acts as a solicitor for Avantax Insurance Agency. Paula Thielen is registered with the state of California, Texas, and 17 other states.
SPECIALIZATIONS
ALISO VIEJO, CA
0 Disclosures
ADVISOR BIO
Paula Ann Hendrickson is a Certified Financial Planner™ and has been in the financial services industry since 1995. Paula has a wealth of experience working with individuals and families to develop personalized financial plans. Paula currently works with NFP Retirement, Inc. to provide financial and investment advisory services to high net worth individuals, pension plans, and individuals. In addition to serving clients through NFP Retirement, Inc., Paula is also an independent consultant for Rodan & Fields.
SPECIALIZATIONS