Chief Executive Officer
Current
Oct 2023 - Present
AeroLeads people directory · profile
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf Email & Phone Number
CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management
at
Sagient
1 work email found
@lenoxadvisors.com
1 phone found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management
Location
Beverly Hills, California, United States
Who is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf is listed as CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management at Sagient, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at lenoxadvisors.com, phone signal with area code 212, and a matched LinkedIn profile for Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf.
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf previously worked as Chief Executive Officer at Sagient and Chief Executive Officer at Pacific Reach. Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf holds Bs, Political Science from Syracuse University.
Company email context
Email format at Sagient
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*@lenoxadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf. Compare company email patterns before reaching out.
Profile bio
About Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf
As the CEO at both Sagient and Pacific Reach, I am responsible for steering these organizations' strategic direction and growing them by creating an infrastructure and ecosystem for financial professionals to build their careers. I am passionate about shaping the future of financial services, and I believe in the power of client-driven relationships to help clients reach all their financial goals. My vision is to continually innovate, and lead Sagient and Pacific Reach towards new heights of excellence and influence.At Sagient, we focus on shaping tomorrow's wealth with wisdom and innovation through our financial planning processes.Pacific Reach professionals are laser-focused on helping clients develop, implement, and monitor specific financial strategies designed for clients' individual situations.
Current workplace
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 31 years
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer
Current
Oct 2023 - Present
President
Fraser Financial Group
Aug 2021 - Oct 2023
Partner
My primary focus is growing Lenox Advisors, Inc. by recruiting, training and developing experienced advisors in the wealth management, insurance and financial planning industry. On July 1, 2014 my family & I relocated to Los Angeles, CA (Palos Verdes) to enable me to head up the West Coast with a hands on approach in alignment with our commitment to our.
Mar 2017 - Aug 2021
Senior Managing Director
My primary focus is growing Lenox Advisors, Inc. by recruiting, training and developing experienced advisors in the wealth management, insurance and financial planning industry. As of June 1, 2014 I assumed the role of Senior Managing Director for our West Coast offices in Los Angeles and San Francisco. Beginning July 1, 2014 my family will be relocating.
Jun 2014 - Aug 2021
Partner
Feb 2007 - Aug 2021
Managing Director
My primary focus is growing Lenox Advisors, Inc. by recruiting, training and developing advisors with experience in the wealth management, insurance and financial planning industry. At the same time, I continue to work with the client base I have developed over the past 19 years providing advice and solutions surrounding their financial planning, insurance.
Feb 2007 - Feb 2007
Executive Vice President
Feb 1996 - Feb 2007
Evp - Wealth Advisory Group
1995 - 2007
~12 yrs
2 education records
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf education
Bs, Political Science
Syracuse University
Education record
Dwight School
FAQ
Frequently asked questions about Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf
Quick answers generated from the profile data available on this page.
What company does Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf work for?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf works for Sagient.
What is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's role at Sagient?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf is listed as CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management at Sagient.
What is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's email address?
AeroLeads has found 1 work email signal at @lenoxadvisors.com for Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf at Sagient.
What is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf at Sagient.
Where is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf based?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf is based in Beverly Hills, California, United States while working with Sagient.
What companies has Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf worked for?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf has worked for Sagient, Pacific Reach, Fraser Financial Group, Lenox Advisors, and Wealth Advisory Group.
How can I contact Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf?
You can use AeroLeads to view verified contact signals for Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf at Sagient, including work email, phone, and LinkedIn data when available.
What schools did Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf attend?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf holds Bs, Political Science from Syracuse University.
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