Broker Check

Team

Paul Sahota Is a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Consultant at LPL Financial. He has previously worked for Merrill Lynch, UBS PaineWebber and CIBC in Canada.  In 2009, Paul opened his LPL office in Fresno and services clients in multiple states.

Paul attended California State University, Fresno where he received his CERTIFIED FINANCIAL PLANNER Designation and also attended The University of Westminister, London, in the U.K. where he received his B.A. (Hons) Business and IT.

As a CERTIFIED FINANCIAL PLANNER™  and Chartered Retirement Planning Counselor, (CRPC®) he has been advising clients about their finances for over 16 years.

His experiences have allowed him to focus on medical, education, farming and other business professionals who want customized financial planning. He extends his experience to pre-retirees and retirees who are planning for their future lifestyles. He works hard to simplify the lives of his clients by helping them work towards their individualized financial objectives.

Through a disciplined risk adjusted approach and the use of the LPL Financial platform he is able to offer clients access to the full menu of products and services that are available.

His specialties include: Asset Accumulation, Wealth Preservation, Estate Planning, Financial & Retirement Planning, Investment Consulting, Stocks, Bonds, Mutual Funds, Annuities & Insurance.

 

Brooke Simmons

Branch Operations

(559) 320-0285

By 1998, Brooke obtained her securities registration and realized that she really loved the legal and compliance side of the business (continues ...)
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Matt Merzoian

401k Partner

(559) 320-0285

(559) 320-0286

matt.merzoian@rpas-401k.com

For more than 20 years, Matt Merzoian has specialized in retirement plan consulting and advisory services.

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Paul Sahota, CFP®, CRPC®

CERTIFIED FINANCIAL PLANNER™ and Investment Consultant

(559) 320-0285

paul.sahota@lpl.com

Paul works hard to simplify the lives of his clients by helping them work towards their individualized financial objectives (continues ...)

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Rebeka Leighton

Assistant Client Services Associate

(559) 320-0285

Rebeka's organization skills and knowledge of LPL Financial processes are a great value to our team. She supports our Financial Advisors with all administrative tasks (continues ...)
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Tammy Sitton

Receptionist

(559) 320-0285

Bio Coming soon

Tess Dawson

Assistant Client Services Associate

(559) 320-0285

Tess's goal is to always provide outstanding client service while maintaining a positive attitude (continues ...)
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Tina St. Louis

Client Services Associate

(559) 320-0285

Tina joined our team in 2008 after spending 15 years in various areas of the real estate industry. She has excellent people skills and brings a positive and strong work ethic each and every day (continues ...)
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