Paul Jarvis, Fargo, is responsible for working with individual and corporate clients while emphasizing retirement and transitional wealth planning. His overarching goal is to help clients better understand their financial lives and make objective, informed decisions. Paul believes that clients are best served when they play an active role in designing and creating their personal plans and strategies.

Prior to joining Prime Capital Investment Advisors, Paul was at Goldman Sachs as well as served as a Portfolio Manager and Financial Planner for a regional trust company where he served high-net-worth trust clients.

He is a CERTIFIED FINANCIAL PLANNER™ Professional and earned his Bachelor’s degree from the University of St. Thomas in St. Paul, where he studied Business Law and English.

An avid golfer and outdoorsman, Paul lives in Fargo with his wife, Ann, and their three children.