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Paul Okawa, CFA®

Paul Okawa, CFA®

Vice President

Paul Okawa is the Vice President of Planned Asset Management and an Investment Advisor Representative and President of Quantitative Strategies, managing assets with a focus on Exchange Traded Funds.

Paul has more than 25 years of experience in the financial services industry. He is a Chartered Financial Analyst®, holds securities licenses 7, 24, and 63, and received his Bachelor of Science in Finance from California State University, Northridge (CSUN). The CFA® program is a globally recognized standard for measuring competence and integrity of financial analysts. Its curriculum develops and reinforces a fundamental knowledge of investment principles.

Outside of the office, Paul enjoys playing ice hockey and backpacking.