Meet Your Team
We are all unique, but there’s one characteristic that binds us together: we all get up in the morning with an honest desire to help people. The word Paracle comes from a Greek word that means “called alongside to help.” As fiduciaries, we spend our days working in your best interest and together our success is measured when you are able to say you feel confident in every area of your financial life. We understand that you want to spend your time and energy doing what you love so let’s simplify the complex world of finance so that you can focus on what’s most important to you. We’ve built a team of great people who are experts in helping you achieve this goal and we’d like you to meet them.
Paracle Team At A Glance
CFPs | 10 |
CPAs | 2 |
FPQPs | 3 |
# of Families Served | 400 |
Assets Under Management | $1.4 Billion |
# of Employees | 23 |
Year Founded | 2004 |
Favorite Team Event | Bike to Work Month every May |