Paradigm Wealth Partners

My objective as a Wealth Advisor at Paradigm Wealth Partners is to help guide and educate clients and prospective clients to make informed financial decisions.

All investment advice offered through Independent Advisor Alliance, LLC, a registered investment advisor.

Wealth Advisor and Owner

I am a financial planner that helps you retire with confidence. | Author 📖 and Host 🎙 of "What The Wealth?!"

Wealth Advisor @ Paradigm Wealth Partners | CFP®

Wealth Advisor @ Paradigm Wealth Partners | Author and Host of "What The Wealth?!"

Helping clients create the life they love with financial clarity and confidence

As a Wealth Advisor at Paradigm Wealth Partners, I have over 13 years of experience in guiding and educating clients and prospective clients on how to make informed financial decisions. I am a CERTIFIED FINANCIAL PLANNER™ Professional and the author and host of "What The Wealth?!", a book and podcast that teach the concepts of money management and financial freedom.

I work with young professionals and families across the country who are going through life transitions such as getting married, having a baby, buying a home, changing jobs, or planning retirement. I help them plan for and create the life they love, free from anxiety around money. I provide them with comprehensive and personalized financial advice on topics such as career coaching, student loan analysis, investment strategies, saving for the future, company benefits optimization, insurance education, and tax planning.

Securities offered through LPL Financial. Member FINRA/SIPC. Paradigm Wealth Partners is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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