Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf Email and Phone Number
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf work email
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Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf personal email
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf phone numbers
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.
Sagient
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Chief Executive OfficerSagient Oct 2023 - PresentBeverly Hills, California, Us
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Chief Executive OfficerPacific Reach Oct 2023 - Present -
PresidentFraser Financial Group Aug 2021 - Oct 2023
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PartnerLenox Advisors Mar 2017 - Aug 2021New York, Ny, UsMy 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 California regional offices. 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 and asset management needs. -
Senior Managing DirectorLenox Advisors Jun 2014 - Aug 2021New York, Ny, UsMy 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 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 California regional offices. 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 and asset management needs.Honors/Awards:- 2012 GAMA International Brian Early Frontline Excellence Award Recipient- GAMA International’s CDA Award (1999-2013)
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PartnerLenox Advisors Feb 2007 - Aug 2021New York, Ny, Us
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Managing DirectorLenox Advisors Feb 2007 - Feb 2007New York, Ny, UsMy 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 and asset management needs.Honors/Awards:- 2012 GAMA International Brian Early Frontline Excellence Award Recipient- GAMA International’s CDA Award (1999-2013)
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Executive Vice PresidentWealth Advisory Group Feb 1996 - Feb 2007New York, Ny, Us -
Evp - Wealth Advisory GroupGuardian Life Insurance 1995 - 2007New York , Ny, Us
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf Education Details
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Syracuse UniversityPolitical Science -
Dwight School
Frequently Asked Questions about Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf
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 the current company?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's current role is CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management.
What is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's email address?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's email address is pk****@****ors.com
What is Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's direct phone number?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's direct phone number is (212)-536*****
What schools did Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf attend?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf attended Syracuse University, Dwight School.
What are some of Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf's interests?
Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf has interest in Management, Skiing, Time Management, Business, Tennis, Leadership Personal, Golf, Youth Ice Hockey (Both My Boys Play).
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