About My Practice
As a Senior Wealth Management Advisor, Paul Jarvis specializes in helping clients accumulate, grow, protect, and distribute wealth through comprehensive financial plans tailored to their needs and goals. Paul not only helps clients set specific and realistic goals, but also provides an objective view of how their goals fit with other aspects of their financial situation.
Paul is an often requested speaker appearing at many events including military financial readiness conferences, ND Women’s Network, and various financial planning workshops. He is a recognized expert in wealth management appearing in Investment News, CNN Money, Yahoo Finance, Hudson Star-Observer, Prairie Business Magazine, and the Fargo Forum. He has also been featured on KFGO radio for a segment on retirement planning.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional and earned his bachelor’s degree from the University of St. Thomas in St. Paul where he studied business law and English. He and his wife, Ann, and their twins, Avery and James, live in Fargo, ND.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Trust and Financial Advisor (CTFA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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