Lisa Paoli
Investment Advisor Representative | Wealth Manager at KM Wealth Management
- Role
- Investment Advisor Representative Wealth Manager at Km Wealth Management
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Lisa Paoli
As an Investment Advisor Representative of KM Wealth Management, my primary goal is to help clients establish lifetime income while focusing on capital preservation.We specialize in working with:• High Net Worth Individuals• Family Offices• Corporations• Corporate Retirement Plans• Pension FundsAfter analyzing our client’s objectives and understanding their current financial picture, we create and recommend a strategic and tactical asset allocation plan design to help them achieve their goals. With access to a broad spectrum of investment vehicles available in the market, and no pressure to recommend proprietary products, we have the freedom to select products suitable for each client based on their individual goals and needs. In doing so, we are able to help each client build a comprehensive portfolio and reduce risk. I pride myself on providing personalized service and a comprehensive financial plan for each individual client.We believe by working with our clients to achieve their personal financial goals, it alleviates some of their stresses and uncertainty associated with financial obligations and retirement.
Experience
Investment Advisor Representative Wealth Manager
Sep 2018 — Present
Independent Financial Advisor, handling comprehensive portfolio management, retirement products and income planning, Real Estate investments, life insurance and annuities, etc.KM Wealth Management is an independent firm with securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Some advisory services are offered through Cetera Investment Advisers LLC, and some offered through Cetera Advisor Networks LLC, registered investment advisers. Cetera firms are under separate ownership from any other named entity. The representative associated with this site is registered to conduct business in the following states: Florida, Rhode Island, New York, New Jersey, North Carolina, Mississippi, California, Illinois, Connecticut, Massachusetts, Alaska, Louisiana, West Virginia, The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material is for general information only and is not intended to provide recommendations or specific advice for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To \'Like\',\'Share\' or \'Follow\' this entity/individual\'s page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks, LLC and have not been reviewed by Cetera Advisor Networks, LLC as to its accuracy or completeness.
Skills
- Long-Term Care
- Universal Life
- Health Insurance
- Casualty Insurance
- Retirement
- Sales
- Whole Life
- Retirement Planning
- Series 63
- Term Life Insurance
- Iras
- Disability Insurance
- Commercial Insurance
- Life Insurance
- Series 7
- Financial Services
- Property & Casualty Insurance
- Insurance
- Series 24
- Whole Life Insurance
- Fixed Annuities
- Customer Service
- General Insurance
- Strategic Planning
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