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.