Paul Monax

Littleton, CO

Verified Identity

finAGILE™ Planner at

Agile Wealth LLC

Years of Experience

9 years

Member Since

2023

Clientele

Software Engineers

Tech Employees

Startup Employees

Services Provided

Financial Planning

Retirement Planning

Tax Planning

Specialties and Expertise

Cash Flow Analysis

College Planning

Tax Minimization Inv...

Retirement Income

Business Ownership Strategies

Credentials and Designations

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeHourly RateAUM

Education

Colorado State University–Global Campus, Greenwood Village

BS Finance with Personal Finance specialization - Summa Cum Laude

Obtained in 2022

Disclosures and Proof of License

SEC Profile

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