Paul Spitzer

Founding Partner at Advanced Practice Advisors, RIA
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Contact Information
us****@****om
(386) 825-5501
Location
Rancho Santa Fe, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Bio

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Founding Partner
      • Jan 2009 - Present

      As the Founding Partner, and an Investment Advisor Representative, my goal has been to offer an uncompromised business platform to financial advisors seeking Independence. We provide open architecture (make the street compete for your business), on an integrated platform which offers research, portfolio management, software technology and back office support; we’ve got your bases covered. We pride ourselves in staying true to our mission with integrity and credibility. We have built our business from the ground up and can help you build yours. Gain from our knowledge and experience. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • SVP
      • 2000 - 2009

      Retail Financial Advisor Retail Financial Advisor

    • Financial Services
    • 1 - 100 Employee
    • SVP
      • Jan 1990 - May 2000

      Corporate Finance and Retail Financial Advisor Corporate Finance and Retail Financial Advisor

    • Grunt
      • 1966 - 1968

      When I picked up something heavy, I grunted! (I was 16) When I picked up something heavy, I grunted! (I was 16)

Education

  • Idaho State University
    Business
    1968 - 1971
  • LAKE FOREST HIGH SCHOOL, ILLINOIS
    1965 - 1967
  • The Leelanau Schools
    1963 - 1965

Community

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