Paula de Vos CFP® is the Firm’s Founder. Her career has included positions in private portfolio management and financial planning with several independent advisory firms and she has over 20 years’ experience in management and finance. She has managed complex family and entrepreneur relationships for Chase Manhattan and JP Morgan Private Banks and served as Wealth Management Specialist, Trust Officer and Vice President with Wells Fargo’s Private Client Group. Ms. de Vos holds a BA in Economics from the University of California-Berkeley, an MBA in Finance from the University of San Francisco and has held securities industry licenses.
Ms. de Vos has served as a guest speaker for the Financial Planning Association Regional Conference and expert consultant in securities arbitration & legal matters. Her achievements have been acknowledged in Who’s Who in Finance & BusinessWho’s Who of American WomenWho’s Who in America & Who’s Who in the World. She is an active member of the Financial Planning Association, guest instructor for The College of Financial Planning, has been a featured contributor to financial books as well as publications such as The Journal of Financial Planning and Smart Money and serves on several boards.