Paul Cantor, CFA, CFP®, AIF®
Designations and Licenses
Paul holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.
Experience and Education
Paul provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth.
Prior to joining Mariner Wealth Advisors, Paul worked as a principal and chief operating officer at Allegiant Private Advisors. Before that he spent 30 years on Wall Street in various institutional money management roles, including partner and portfolio manager at several successful hedge funds.
Paul has a bachelor’s degree in economics and an international relations certificate from University of Rochester, Rochester N.Y.
Paul serves on the board of All Faiths Food Bank, which has been recognized as one of the top food banks in the country. He is the current treasurer, chair of the finance committee and a member of the investment committee. He is a board member of the Sarasota Ballet, currently serving on the finance and investment committees. He is also a member of the finance committee of the Community Foundation of Sarasota and often volunteers to teach and lecture about financial literacy.
In his free time, Paul he loves food, wine, ballet, music, hiking and swimming.