Designations and Licenses

Paola is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Paola works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, she worked for Singer Xenos Schecter Sosler Wealth Management. Her responsibilities included preparing client analyses regarding their assets, performance and returns to create personalized account recommendations for advisor review. She also created financial models for global fund trading.

Paola has a bachelor’s degree in business administration with a finance concentration from the University of Central Florida.

Personal Interests

Paola enjoys playing the piano, painting, reading and rock climbing.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.