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Paul Misleh

Managing Partner @Fortis Financial Group

Bellevue, WA, US
EMAILS
p•••@fortis.capital
MOBILE NUMBERS
+19•••••••75

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WORK HISTORY

Sep 2014 — Present

Managing Partner @Fortis Financial Group

Seattle, WA, US

EDUCATION

2001 — 2005

University of San Diego

BS, Accounting (emphasis in Finance)

ABOUT PAUL MISLEH

I am the CEO and Managing Partner of the Fortis Financial Group. Fortis has two primary businesses: 1) Wealth Management company focused on providing customized, holistic financial planning to founders, business owners, corporate executives and successful families. 2) Fractional Finance / Outsourced Accounting and FP & A company that can cover any finance/accounting activities a business owner needs to make key strategic decisions and drive growth. I focus on ensuring that (i) all clients receive best in class service and (ii) our firm\'s values are maintained and upheld.Our values are Purpose (Curiosity, Perseverance), Virtue (Excellence in all we do), Genuineness (Honesty, Authenticity, Sincerity), Compassion (Empathy and Investment in Others) and Growth (Work Ethics, Take Ownership and Improve Processes)I am an investment adviser representative of Fortis Financial Group, an SEC-registered investment adviser. The views expressed here are my own and do not necessarily reflect those of Fortis Financial Group. Content shared is for informational purposes only and should not be considered investment advice or a recommendation. Mentions, likes, or follows are not endorsements. For more information, please visit https://fortis.capital/.

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