Paragon Financial Planning is an independent wealth management firm located in Alameda, CA, dedicated to helping clients achieve their financial goals through a holistic approach. With a focus on exceptional service and thoughtful solutions, they empower clients with education and act as their financial advocate, striving to maximize their journey towards financial independence.
As a registered representative with LPL Financial, Paragon Financial Planning operates under the fiduciary standard, ensuring that their clients' best interests are always prioritized. With a team of experienced professionals, they offer a range of services including financial planning, investment advice, and collaboration, aiming to transform clients' financial visions into reality.
Generated from the website