Paul Jarvis, CFP®, CTFAMANAGING DIRECTOR
Paul Jarvis leads United Capital's office in Fargo, North Dakota. He works with both individual and corporate clients with an emphasis on retirement planning and family transitional wealth. His overarching goal is to help clients better understand their financial lives and make objective and informed decisions. He loves challenging the status quo and believes that clients are best served when they play an active role in the design and creation of their personal plans and strategies.
Paul’s responsibilities include advancing and coordinating the advice and financial planning activities at the Fargo office. His specialties lie in integrating and enhancing the advice and planning process and working strategically with clients on a variety of wealth counseling issues.
An often-requested speaker, Paul has presented at events including military financial readiness conferences, North Dakota Women’s Network and financial planning workshops. He is a recognized professional in wealth management appearing in The Wall Street Journal, USA Today, Investment News, CNN Money, Yahoo Finance, Hudson Star-Observer, Prairie Business Magazine and the Fargo Forum. Paul has also been featured on KFGO radio for a segment on retirement planning and was recognized as the only North Dakotan named to the Medical Economics magazine’s 2011 and 2012 Best Financial Advisors for Doctors list.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust and Financial Advisor (CTFA) certificant, and he 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, North Dakota with his wife, Ann, and their three children.