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Paul Monax | Financial Advisor

Profile img for Paul Monax, financial advisor at Agile Wealth LLC
Littleton, CO
Paul Monax
Financial Advisor
finAGILE™ Planner at
Agile Wealth LLC

Verified Identity

Important Disclosures

Specialties and Expertise

5
Cash Flow Analysis
College Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies

Clientele

3
Software Engineers
Tech Employees
Startup Employees

Credentials and Designations

1
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Certified Financial Planner™

Education

1
Colorado State University–Global Campus, Greenwood VillageBS Finance with Personal Finance specialization - Summa Cum LaudeYear Obtained: 2022
Quick Facts About Paul
Years of Experience:9 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Littleton, CO
Paul Monax
Financial Advisor
finAGILE™ Planner at
Agile Wealth LLC
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