Paolo is a wealth manager, working directly with each of his clients to develop and oversee a comprehensive, tightly tailored financial plan that addresses all their major investment goals and needs. In doing so, he draws on specialized expertise across the Creative Planning team, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Paolo was a financial planner for an independent registered investment advisory firm where he served high net worth individuals and families. He also served on the Investment Management Committee, the body responsible for developing and maintaining the firm’s investment platform.
Paolo earned a Bachelor of Science degree in Business Administration from Saint Mary’s College of California and is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Paolo is also an avid fly fisherman and a competitive powerlifter.