Paragon Financial Partners logo

Paragon Financial Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Paragon Financial Partners is a small independent investment advisory firm headquartered in Los Angeles, California. As an SEC-registered advisor with no affiliation to banks, brokerages, insurers, or mutual funds, it operates under a fiduciary standard that requires putting clients' interests first. The firm aims to help clients plan beyond traditional asset management by aligning investments with three core objectives: a desired lifestyle, specific legacy goals, and tax efficiency.

It offers a broad range of services, including financial planning, investment management, retirement planning, estate planning, education planning, tax awareness, and insurance planning, as well as guidance for major purchases. The practice emphasizes personalized coaching that extends beyond typical financial planning, and it invites prospective clients to a no-cost consultation. The firm is based at 1901 Avenue of The Stars, 2nd Floor, in Los Angeles.

Find Paragon Financial Partners employees' phone numbers or email addresses

Paragon Financial Partners Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Paragon Financial Partners's Leadership

  • Stylized image of a person
    P. D.
    Paraplanner
    Phone icon

Paragon Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entertainment
  • Film & Video
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from Paragon Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. D.
    Paraplanner
    Phone icon
    United Kingdom
    Feb 26, 2024

Frequently Asked Questions

What is Paragon Financial Partners known for?

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Paragon Financial Partners was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1901 Avenue of The Stars 2nd Floor Los Angeles, California 90067 United States; you can contact the main corporate office by phone at . Explore Paragon Financial Partners's company overview page for more information.

What is Paragon Financial Partners's most common email format?

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Paragon Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paragon Financial Partners email formats with LeadIQ.

How many employees does Paragon Financial Partners have currently?

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Paragon Financial Partners has approximately 3 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Paragon Financial Partners's key employees and leadership?

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As of February 2026, Paragon Financial Partners's key employees include:

  • Paraplanner: P. D.

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