Paul Jarvis, CFP® is responsible for working with individual and corporate clients while emphasizing retirement and transitional wealth planning. His overarching goal is to help clients better understand their financial lives and make objective, informed decisions. Paul believes that clients are best served when they play an active role in designing and creating their personal plans and strategies.
Prior to joining Prime Capital Financial, Paul was at Goldman Sachs where he served as a vice president and wealth advisor. Prior to that, he was a portfolio manager and financial planner for a regional trust company where he served high-net-worth trust clients.
