Paul A Sinatra
CFP®Professional Summary
Paul A Sinatra, CFP® was a registered financial advisor. Paul was a previously registered financial professional and started their career in finance 2004 - 2023. Paul had worked at 2 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Funding
- Risk Management & Insurance
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
Specializations
Biography
Paul has worked in the financial services industry since 1996. Prior to starting Regency Financial Planning LLC, Paul was a Vice President in the Wealth Management divisions of Wachovia Bank (now Wells Fargo) and Branch Banking & Trust (BB&T). While there, Paul worked with the banks highest net worth clients delivering comprehensive wealth management services. Paul completed the Certified financial Planner professional designation program at Oglethorpe University in Atlanta in 2002. In 2009, Paul earned...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
REGENCY FINANCIAL PLANNING, LLC
Contact Information
Main Address
Decatur, GAPhone Number
(404) 633-1910# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Paul
- Education Funding
- Risk Management & Insurance
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
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