CoverProfile

Paul Okawa

Vice President

Planned Asset Management

United States, California, Calabasas

About Me

Paul Okawa is the Vice President of Planned Asset Management and an Investment Advisor Representative and President of Quantitative Strategies, managing assets with a focus on Exchange Traded Funds. Paul has more than 25 years of experience in the financial services industry. He is a Chartered Financial Analyst®, holds securities licenses 7, 24, and 63, and received his Bachelor of Science in Finance from California State University, Northridge (CSUN). The CFA® program is a globally recognized standard for measuring competence and integrity of financial analysts. Its curriculum develops and reinforces a fundamental knowledge of investment principles.

Profile Information

Vice President

Planned Asset Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Calabasas

California

United States

Feb 25, 2025

Work Experience

Quantitative Strategies, Inc.

President
Jan 2001 - Present
Email: paul@earn4u.com

Planned Asset Management

Vice President
Jan 1991 - Present
Email: paul@earn4u.com

More profiles to browse

MW
Morrie W. Reiff
CEO, Financial Concierge, Investment Advisor
LS
Larry Schechter
Financial Advisor and Financial Concierge

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale