Paul Jarvis, head of office at Prime Capital Financial in Fargo, North Dakota, brings over 20 years of experience in the financial services industry. Paul holds the Certified Financial Planner (CFP®) designation. To earn this certification, candidates must first obtain a bachelor’s degree from an accredited institution and complete a CFP® Board-registered education program. They must then pass the comprehensive CFP® Certification Examination and gain either 6,000 hours of relevant professional experience or 4,000 hours through an approved apprenticeship. Additionally, candidates must adhere to the CFP® Board’s Code of Ethics and Standards of Conduct, including passing a background check and committing to fiduciary responsibility. CFP® professionals must also complete 30 hours of continuing education every two years, which includes ethics training, to maintain their certification.

Yes, Paul Jarvis, CFP® is a fiduciary - legally required to work in the best interests of each client at all times.

While based in Fargo, North Dakota, we work with individuals and families located across the entire United States. We cater to executives, entrepreneurs, and other like-minded professionals that want to add an independent wealth manager to their team of professionals.