Paragon Financial Partners

Paragon Financial Partners (CRD# 158041) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $129,531,767 in 348 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $372,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Paragon Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
Evan F. Shorten
CRD#: 2844733
5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367
96
Wealthminder
score

Evan Shorten (CRD# 2844733) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 19 years of experience in the finance industry. Evan Shorten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elean M. Mendoza
CRD#: 5747083
5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367
93
Wealthminder
score

Elean Mendoza (CRD# 5747083) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 6 years of experience in the finance industry.

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