LPL Registered Sales Assistant
Paula works with Vista Wealth Management, LLC by serving our clients with answers to investment questions sand processing client requests from check requests, annual reviews, scheduling meetings and helping to manage accounts and execute trades.
Paula has worked in the financial industry since 1996 she has extensive experience with mutual funds, stocks and annuities. She graduated from the University of Phoenix with an associate degree in finance and holds series 7, 24, and 66 securities registrations though LPL Financial. In her free time, Paula enjoys spending time with her husband and children, especially going to University of Miami football games and watching their son compete in taekwondo.