PAULA SOARES, CFP®

LPL FINANCIAL ADVISOR

Paula takes pride in applying her extensive financial knowledge to serve as a warm, guiding light in her clients’ lives as they pursue financial confidence and spend their valued time doing what they love most.

Paula will work with you to manage your investments and has extensive experience working with individuals, families, and small businesses. She is a Certified Financial Planner® professional and currently holds the Series 7 and 66 securities registrations through LPL Financial, along with her State Insurance Licenses. Paula received her undergraduate degree in France and an MBA in Finance from the University of Hawaii at Manoa, and completed several project management certificates from Stanford University. She credits her education with elevating her client service standards.

Paula enjoys time with her son and husband. Whenever she is not serving clients, she enjoys a variety of water sports, including stand-up paddling, kayaking, scuba diving, and spear fishing. Additionally, she loves traveling and experiencing other cultures.