life of a financial advisor

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Paulo Financial Advisors (PFA) is a professional fiduciary investment advisor offering a variety of financial planning services for individuals, families and business owners. . Our advisors take a hands-on approach to understand each individual's situation and create the best financial plan

trusted business and financial advisors to our individual clients. We specialize in providing a wide range of services such as financial statement compilation or review

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45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus onOur firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team the long-term. We strive to be a lifetime partner for our clients.

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