Broker Check

Paul Pittman, CFP® - Founder and Managing Director

I am a Certified Financial Planner practitioner (CFP) in Raleigh, NC and I am blessed to be able to work daily with some of the most talented Planners and Investment Mangers in the Business. Over the span of my career, I have been fortunate to work with, and learn from, some of the best and most talented Advisors, Analysts, Managers, and Planners in the Financial Industry. I started in the Investment business in college in 1984 as an intern to one of the most nurturing, caring, and knowledgeable mentors in the Financial world. My practice specializes in total financial planning and management of multi-generational families, companies, Trusts and Endowments. My clientele has grown, by referral only, through many years of "paying it forward" and always putting the clients needs first. I would be honored to be allowed to prove this to you.

I can help you improve, simplify, understand, and enhance your financial situation through careful, in-depth, comprehensive, and personal analysis. If you are feeling overwhelmed and unsure about your financial well-being, or just want a second opinion, please ask me about a one-on-one initial consultation. I am also a nationally sought-after corporate speaker on the topics of finance, investing, motivation, and ethics. Contact me about speaking at your event.

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