Paul Sahota Email & Phone Number
CERTIFIED FINANCIAL PLANNER ™ and Investment Consultant. @ LPL Financial
Paul Sahota's Location
Fresno, CA, US
Paul Sahota's Work
- CERTIFIED FINANCIAL PLANNER ™ and Investment Consultant. @ LPL Financial
- Certified Financial Planner @ Merrill Lynch
- Certified Financial Planner @ New York Fitness
- Financial Advisor @ CIBC
Paul Sahota's Education
- BA(Hons)
BA(Hons) (Business & I.T.)
1991 - 1995 - California State University-Fresno
Certified Financial Planning Designation. (Financial Planning)
2003 - 2004
Paul Sahota's Skills
- Estate Planning
- Wealth Accumulation
- Stocks
- Investment Advisory Services
- Bonds
- Wealth Management Services
- Strategic Financial Planning
- Retirement Planning
- Retirement
- Financial Advisory
Paul Sahota's Summary
Paul Sahota, based in Fresno, CA, US, is currently a CERTIFIED FINANCIAL PLANNER ™ and Investment Consultant. at LPL Financial, bringing experience from previous roles at Merrill Lynch, UBS Financial and CIBC. Paul Sahota holds a 1991 - 1995 BA(Hons) in Business & I.T. @ BA(Hons). With a robust skill set that includes Estate Planning, Wealth Accumulation, Stocks, Investment Advisory Services, Bonds and more, Paul Sahota contributes valuable insights to the industry. Paul Sahota has 4 emails and 1 mobile phone number on RocketReach.
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