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.


Paul Okawa
Vice President
Planned Asset Management
United States, California, Calabasas
About Me
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
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