Paragon Financial Partners
Paragon Financial Partners (CRD# 158041) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $210,164,416 in 424 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management210MILLION
Total Number of Accounts424ACCOUNTS
Average Account Value$495,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Elean Mendoza (CRD# 5747083) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 10 years of experience in the finance industry.
Evan Shorten (CRD# 2844733) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 23 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.