Education
Florida Atlantic University
B.S., Microbiology
1986Podcasts
34:51511: What It’s Like to Be a Top Ranked Wealth Advisor With Paul Pagnato, PagnatoKarp [Main T4C Episode]
Paul Pagnato is the CEO and Founder of PagnatoKarp, a top-ranked family wealth advisory with over $4.8 billion in assets under advisement. In 2019, Forbes ranked Paul as the number one advisor in Virginia (29th in the United States), and Barron’s ranked him at #2. Prior to founding PagnatoKarp, Paul..
Career Path
Interview Highlights
“If you want it bad enough and you’re willing to pay the price for the attainment, you can achieve it.”
Best Career Advice
“I would encourage all the listeners to not just personally commit to your goals, but then share them with people around you, your probability of success in reaching that goal goes up exponentially.”
Career Challenge
“I had enormous failure during the last financial crisis, the Great Recession. The industry was advising high net worth individuals to place their cash into a variable rate demand obligation that would pay more money than a money market account. And so that’s what I did. And all my peers did. And when the financial crisis hit those instruments that were supposed to be completely safe and liquid froze up. And my clients that had trusted me putting their cash in these instruments — I had to look at them in the eye and say, we can’t get your cash out right now. That was immense failure.”
Skills
Wealth Management, Exit Planning, TrueFiduciary, Strategic Financial Planning, Asset Management, Private Banking, Estate Planning, Financial Planning, Investment Management, Risk Management, Business Development, Fiduciary, Tax Solutions, Family Coach
Professional Interests
Daniel Burrus, Tom Gardner, Mike Cohn, Harvard Business Review, CNBC, Forbes, HEC Lausanne – The Faculty of Business and Economics of the University of Lausanne
Related Professionals
Alex Grodnik
Head of Podcast Operations
American Public Media Group
Industry: Business, Start-Ups & Entrepreneurship
