Paul Jarvis, CFP®VICE PRESIDENT, HEAD OF FARGO
As Head of the Fargo office, Paul works with both individual and corporate clients with an emphasis on retirement planning and family transitional wealth. His overarching goal is to help clients better understand their financial life and make objective and informed decisions. He loves challenging the status quo and believes that clients are best served when they play an active role in the design and creation of their personal plans and strategies.
An often requested speaker, Paul has presented at events including military financial readiness conferences, ND Women's Network, and financial planning workshops. Paul also made appearances in The Wall Street Journal, USA Today, Investment News, CNN Money, Yahoo Finance, Hudson Star-Observer, Prairie Business Magazine, and the Fargo Forum.
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. An avid golfer and outdoorsman, Paul lives in Fargo, ND with his wife, Ann, twins, Avery and James and son, Dawson.